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GeoWealth Management’s Darden Restaurants DRI Stock Holding History

GeoWealth Management’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 		$315K Buy
1,606
+162
+11% +$33.3K 0.01% 591
2025
Q4 		$266K Sell
1,444
-138
-9% -$25.2K 0.01% 596
2025
Q3 		$301K Buy
1,582
+1
+0.1% +$206 0.01% 589
2025
Q2 		$345K Buy
1,581
+154
+11% +$32K 0.01% 512
2025
Q1 		$296K Sell
1,427
-143
-9% -$27.6K 0.01% 556
2024
Q4 		$293K Sell
1,570
-116
-7% -$19.5K 0.01% 634
2024
Q3 		$277K Sell
1,686
-467
-22% -$70.7K 0.01% 623
2024
Q2 		$326K Buy
2,153
+488
+29% +$74.3K 0.01% 555
2024
Q1 		$278K Buy
1,665
+99
+6% +$16.4K 0.01% 592
2023
Q4 		$257K Buy
1,566
+963
+160% +$146K 0.02% 445
2023
Q3 		$86K Sell
603
-19
-3% -$3.01K 0.01% 346
2023
Q2 		$104K Sell
622
-9
-1% -$1.41K 0.01% 285
2023
Q1 		$98K Buy
+631
New +$93.4K 0.01% 242

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

GeoWealth Management's DRI Position: Q1 2026 in Review

GeoWealth Management increased its Darden Restaurants (DRI) stake by 11% in Q1 2026, buying an estimated $33.3K and bringing the position to 1,606 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #591.

GeoWealth Management first reported a position in DRI in Q1 2023 and has held it in 13 quarters since. The position peaked at $345K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • GeoWealth Management held 1,606 shares of Darden Restaurants worth $315K as of Q1 2026.
  • GeoWealth Management bought 162 Darden Restaurants shares in Q1 2026, an estimated $33.3K.
  • Darden Restaurants made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #591 holding.
  • GeoWealth Management first reported a position in Darden Restaurants in Q1 2023 and has held it in 13 quarters since.
  • GeoWealth Management's Darden Restaurants position peaked at $345K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.