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HB Wealth Management’s Darden Restaurants DRI Stock Holding History

HB 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 		$1.27M Buy
6,481
+1,107
+21% +$228K 0.01% 572
2025
Q4 		$989K Sell
5,374
-10
-0.2% -$1.82K 0.01% 627
2025
Q3 		$1.03M Buy
5,384
+357
+7% +$73.4K 0.01% 595
2025
Q2 		$1.1M Sell
5,027
-2
-0% -$415 0.01% 509
2025
Q1 		$1.04M Buy
5,029
+378
+8% +$73K 0.01% 532
2024
Q4 		$868K Buy
4,651
+563
+14% +$94.4K 0.01% 440
2024
Q3 		$671K Buy
4,088
+525
+15% +$79.5K 0.01% 488
2024
Q2 		$539K Buy
3,563
+4
+0.1% +$609 0.01% 525
2024
Q1 		$595K Buy
3,559
+420
+13% +$69.7K 0.01% 450
2023
Q4 		$516K Buy
3,139
+14
+0.4% +$2.12K 0.01% 445
2023
Q3 		$448K Buy
3,125
+196
+7% +$31.1K 0.01% 463
2023
Q2 		$489K Buy
2,929
+115
+4% +$18.1K 0.01% 421
2023
Q1 		$437K Sell
2,814
-276
-9% -$40.8K 0.01% 446
2022
Q4 		$427K Buy
+3,090
New +$431K 0.01% 431

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

HB Wealth Management's DRI Position: Q1 2026 in Review

HB Wealth Management increased its Darden Restaurants (DRI) stake by 21% in Q1 2026, buying an estimated $228K and bringing the position to 6,481 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #572.

HB Wealth Management first reported a position in DRI in Q4 2022 and has held it in 14 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • HB Wealth Management held 6,481 shares of Darden Restaurants worth $1.27M as of Q1 2026.
  • HB Wealth Management bought 1,107 Darden Restaurants shares in Q1 2026, an estimated $228K.
  • Darden Restaurants made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #572 holding.
  • HB Wealth Management first reported a position in Darden Restaurants in Q4 2022 and has held it in 14 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.