IAA
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Independent Advisor Alliance’s Darden Restaurants DRI Stock Holding History

Independent Advisor Alliance’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 		$438K Sell
2,232
-144
-6% -$29.6K ﹤0.01% 1169
2025
Q4 		$437K Sell
2,376
-102
-4% -$18.6K 0.01% 688
2025
Q3 		$472K Buy
2,478
+4
+0.2% +$822 0.01% 638
2025
Q2 		$539K Buy
2,474
+17
+0.7% +$3.53K 0.02% 564
2025
Q1 		$510K Sell
2,457
-81
-3% -$15.6K 0.02% 516
2024
Q4 		$474K Buy
2,538
+439
+21% +$73.6K 0.01% 976
2024
Q3 		$344K Sell
2,099
-107
-5% -$16.2K 0.01% 531
2024
Q2 		$334K Sell
2,206
-120
-5% -$18.3K 0.01% 543
2024
Q1 		$389K Sell
2,326
-128
-5% -$21.2K 0.01% 513
2023
Q4 		$403K Sell
2,454
-4,135
-63% -$626K 0.01% 480
2023
Q3 		$944K Buy
6,589
+678
+11% +$108K 0.04% 303
2023
Q2 		$988K Buy
5,911
+2,608
+79% +$410K 0.04% 303
2023
Q1 		$513K Buy
+3,303
New +$489K 0.02% 423
2022
Q4 		– Sell
-3,970
Closed -$501K – 479
2022
Q3 		$501K Sell
3,970
-20
-0.5% -$2.5K 0.03% 375
2022
Q2 		$451K Sell
3,990
-545
-12% -$68.1K 0.03% 392
2022
Q1 		$603K Buy
4,535
+2,917
+180% +$403K 0.03% 356
2021
Q4 		$244K Hold
1,618
– – 0.01% 580
2021
Q3 		$245K Buy
1,618
+107
+7% +$15.7K 0.01% 542
2021
Q2 		$221K Buy
1,511
+93
+7% +$13.1K 0.01% 566
2021
Q1 		$201K Sell
1,418
-350
-20% -$46.1K 0.01% 557
2020
Q4 		$211K Sell
1,768
-617
-26% -$66.1K 0.01% 500
2020
Q3 		$240K Buy
+2,385
New +$198K 0.02% 423
2020
Q1 		– Sell
-2,046
Closed -$223K – 499
2019
Q4 		$223K Buy
2,046
+182
+10% +$20.7K 0.01% 784
2019
Q3 		$220K Hold
1,864
– – 0.03% 401
2019
Q2 		$227K Sell
1,864
-104
-5% -$12.4K 0.03% 354
2019
Q1 		$239K Sell
1,968
-114
-5% -$12.5K 0.03% 364
2018
Q4 		$208K Buy
2,082
+16
+0.8% +$1.71K 0.04% 362
2018
Q3 		$226K Buy
+2,066
New +$233K 0.04% 318

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

Independent Advisor Alliance's DRI Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Darden Restaurants (DRI) stake by 6.1% in Q1 2026, selling an estimated $29.6K and leaving 2,232 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Independent Advisor Alliance first reported a position in DRI in Q3 2018 and has held it in 28 quarters since. The position peaked at $988K in Q2 2023. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Independent Advisor Alliance held 2,232 shares of Darden Restaurants worth $438K as of Q1 2026.
  • Independent Advisor Alliance sold 144 Darden Restaurants shares in Q1 2026, an estimated $29.6K.
  • Darden Restaurants made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1169 holding.
  • Independent Advisor Alliance first reported a position in Darden Restaurants in Q3 2018 and has held it in 28 quarters since.
  • Independent Advisor Alliance's Darden Restaurants position peaked at $988K in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.