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Flagship Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Flagship 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 		$139K Hold
638
– – 0.06% 128
2025
Q4 		$117K Sell
638
-9
-1% -$1.64K 0.03% 156
2025
Q3 		$123K Buy
647
+9
+1% +$1.85K 0.04% 151
2025
Q2 		$139K Hold
638
– – 0.05% 138
2025
Q1 		$133K Hold
638
– – 0.06% 135
2024
Q4 		$119K Buy
+638
New +$107K 0.07% 124

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

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

Flagship Wealth Advisors held its Darden Restaurants (DRI) position steady in Q1 2026 at 638 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #128.

Flagship Wealth Advisors first reported a position in DRI in Q4 2024 and has held it in 6 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Flagship Wealth Advisors held 638 shares of Darden Restaurants worth $139K as of Q1 2026.
  • Flagship Wealth Advisors left its Darden Restaurants share count unchanged in Q1 2026.
  • Darden Restaurants made up 0.06% of Flagship Wealth Advisors's portfolio in Q1 2026, its #128 holding.
  • Flagship Wealth Advisors first reported a position in Darden Restaurants in Q4 2024 and has held it in 6 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.