EWA
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EverSource Wealth Advisors’s Darden Restaurants DRI Stock Holding History

EverSource 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 		$215K Buy
1,095
+31
+3% +$6.38K 0.01% 1015
2025
Q4 		$196K Buy
1,064
+157
+17% +$28.6K 0.01% 957
2025
Q3 		$173K Sell
907
-369
-29% -$75.9K 0.01% 985
2025
Q2 		$278K Buy
1,276
+586
+85% +$122K 0.01% 706
2025
Q1 		$143K Buy
690
+369
+115% +$71.2K 0.01% 779
2024
Q4 		$59.8K Buy
321
+9
+3% +$1.51K ﹤0.01% 1106
2024
Q3 		$51.2K Buy
312
+19
+6% +$2.88K ﹤0.01% 1060
2024
Q2 		$42.9K Buy
293
+14
+5% +$2.13K ﹤0.01% 1160
2024
Q1 		$42.8K Buy
279
+72
+35% +$11.9K ﹤0.01% 1045
2023
Q4 		$34.1K Sell
207
-6
-3% -$908 ﹤0.01% 1045
2023
Q3 		$30.5K Buy
213
+11
+5% +$1.74K ﹤0.01% 974
2023
Q2 		$33.8K Sell
202
-10
-5% -$1.57K ﹤0.01% 980
2023
Q1 		$32.9K Hold
212
– – ﹤0.01% 929
2022
Q4 		$29.3K Buy
212
+15
+8% +$2.09K ﹤0.01% 952
2022
Q3 		$25K Buy
197
+68
+53% +$8.5K 0.01% 828
2022
Q2 		$15K Buy
129
+8
+7% +$999 ﹤0.01% 908
2022
Q1 		$16K Buy
121
+66
+120% +$9.11K ﹤0.01% 787
2021
Q4 		$9K Buy
+55
New +$8.13K ﹤0.01% 994

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

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

EverSource Wealth Advisors increased its Darden Restaurants (DRI) stake by 2.9% in Q1 2026, buying an estimated $6.38K and bringing the position to 1,095 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #1015.

EverSource Wealth Advisors first reported a position in DRI in Q4 2021 and has held it in 18 quarters since. The position peaked at $278K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • EverSource Wealth Advisors held 1,095 shares of Darden Restaurants worth $215K as of Q1 2026.
  • EverSource Wealth Advisors bought 31 Darden Restaurants shares in Q1 2026, an estimated $6.38K.
  • Darden Restaurants made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1015 holding.
  • EverSource Wealth Advisors first reported a position in Darden Restaurants in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Darden Restaurants position peaked at $278K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

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