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Golden State Wealth Management’s Darden Restaurants DRI Stock Holding History

Golden State Wealth 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 		$238K Buy
1,214
+95
+8% +$19.5K 0.03% 363
2025
Q4 		$206K Sell
1,119
-19
-2% -$3.46K 0.02% 389
2025
Q3 		$217K Buy
1,138
+80
+8% +$16.4K 0.02% 369
2025
Q2 		$231K Buy
1,058
+134
+15% +$27.8K 0.03% 341
2025
Q1 		$192K Buy
924
+102
+12% +$19.7K 0.03% 343
2024
Q4 		$153K Buy
+822
New +$138K 0.02% 363

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

Golden State Wealth Management's DRI Position: Q1 2026 in Review

Golden State Wealth Management increased its Darden Restaurants (DRI) stake by 8.5% in Q1 2026, buying an estimated $19.5K and bringing the position to 1,214 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #363.

Golden State Wealth Management 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.

  • Golden State Wealth Management held 1,214 shares of Darden Restaurants worth $238K as of Q1 2026.
  • Golden State Wealth Management bought 95 Darden Restaurants shares in Q1 2026, an estimated $19.5K.
  • Darden Restaurants made up 0.03% of Golden State Wealth Management's portfolio in Q1 2026, its #363 holding.
  • Golden State Wealth Management 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 Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.