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EP Wealth Advisors’s Darden Restaurants DRI Stock Holding History

EP Wealth Advisors’s Portfolio DRI Stock Details DRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$528K Buy
2,692
+647
+32% +$133K ﹤0.01% 876
2025
Q4 		$376K Buy
+2,045
New +$373K ﹤0.01% 1012
2025
Q2 		$334K Buy
1,534
+34
+2% +$7.06K ﹤0.01% 957
2025
Q1 		$312K Buy
1,500
+150
+11% +$29K ﹤0.01% 898
2024
Q4 		$252K Sell
1,350
-185
-12% -$31K ﹤0.01% 951
2024
Q3 		$252K Buy
1,535
+117
+8% +$17.7K ﹤0.01% 930
2024
Q2 		$215K Buy
1,418
+75
+6% +$11.4K ﹤0.01% 746
2024
Q1 		$224K Buy
1,343
+124
+10% +$20.6K ﹤0.01% 706
2023
Q4 		$200K Sell
1,219
-314
-20% -$47.5K ﹤0.01% 719
2023
Q3 		$220K Buy
+1,533
New +$243K ﹤0.01% 642

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's DRI Position: Q1 2026 in Review

EP Wealth Advisors increased its Darden Restaurants (DRI) stake by 32% in Q1 2026, buying an estimated $133K and bringing the position to 2,692 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

EP Wealth Advisors first reported a position in DRI in Q3 2023 and has held it in 10 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • EP Wealth Advisors held 2,692 shares of Darden Restaurants worth $528K as of Q1 2026.
  • EP Wealth Advisors bought 647 Darden Restaurants shares in Q1 2026, an estimated $133K.
  • Darden Restaurants made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #876 holding.
  • EP Wealth Advisors first reported a position in Darden Restaurants in Q3 2023 and has held it in 10 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.