IWA
DRI icon

Icon Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Icon 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 		$2.28M Buy
11,635
+6,979
+150% +$1.44M 0.15% 98
2025
Q4 		$857K Buy
+4,656
New +$849K 0.06% 188
2025
Q3 		– Sell
-703
Closed -$153K – 527
2025
Q2 		$153K Buy
+703
New +$146K 0.01% 416

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

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

Icon Wealth Advisors increased its Darden Restaurants (DRI) stake by 150% in Q1 2026, buying an estimated $1.44M and bringing the position to 11,635 shares worth $2.28M. The position accounts for 0.15% of the portfolio, ranked #98.

Icon Wealth Advisors first reported a position in DRI in Q2 2025 and has held it in 3 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Icon Wealth Advisors held 11,635 shares of Darden Restaurants worth $2.28M as of Q1 2026.
  • Icon Wealth Advisors bought 6,979 Darden Restaurants shares in Q1 2026, an estimated $1.44M.
  • Darden Restaurants made up 0.15% of Icon Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • Icon Wealth Advisors first reported a position in Darden Restaurants in Q2 2025 and has held it in 3 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.