Focus Partners Wealth
DRI icon

Focus Partners Wealth’s Darden Restaurants DRI Stock Holding History

Focus Partners Wealth’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 		$8.35M Sell
42,612
-1,198
-3% -$246K 0.01% 774
2025
Q4 		$8.06M Buy
43,810
+27,161
+163% +$4.95M 0.01% 774
2025
Q3 		$3.13M Sell
16,649
-739
-4% -$152K 0.01% 886
2025
Q2 		$3.79M Buy
17,388
+279
+2% +$57.9K 0.01% 755
2025
Q1 		$3.55M Sell
17,109
-807
-5% -$156K 0.01% 723
2024
Q4 		$3.34M Buy
17,916
+9,500
+113% +$1.59M 0.01% 727
2024
Q3 		$1.38M Sell
8,416
-14,818
-64% -$2.24M ﹤0.01% 865
2024
Q2 		$3.42M Buy
23,234
+17,468
+303% +$2.66M 0.01% 565
2024
Q1 		$964K Buy
5,766
+4,451
+338% +$739K 0.01% 607
2023
Q4 		$216K Buy
+1,315
New +$199K ﹤0.01% 740

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

Focus Partners Wealth's DRI Position: Q1 2026 in Review

Focus Partners Wealth reduced its Darden Restaurants (DRI) stake by 2.7% in Q1 2026, selling an estimated $246K and leaving 42,612 shares worth $8.35M. The position accounts for 0.01% of the portfolio, ranked #774.

Focus Partners Wealth first reported a position in DRI in Q4 2023 and has held it in 10 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Focus Partners Wealth held 42,612 shares of Darden Restaurants worth $8.35M as of Q1 2026.
  • Focus Partners Wealth sold 1,198 Darden Restaurants shares in Q1 2026, an estimated $246K.
  • Darden Restaurants made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #774 holding.
  • Focus Partners Wealth first reported a position in Darden Restaurants in Q4 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.