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Invera Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Invera 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 		$1.02M Sell
5,218
-88
-2% -$18.1K 0.66% 49
2025
Q4 		$976K Sell
5,306
-557
-10% -$102K 0.62% 49
2025
Q3 		$1.12M Sell
5,863
-46
-0.8% -$9.46K 0.69% 45
2025
Q2 		$1.29M Sell
5,909
-143
-2% -$29.7K 0.84% 40
2025
Q1 		$1.26M Buy
+6,052
New +$1.17M 0.81% 39
2024
Q1 		– Sell
-6,319
Closed -$1.04M – 69
2023
Q4 		$1.04M Buy
+6,319
New +$957K 0.65% 51

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

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

Invera Wealth Advisors reduced its Darden Restaurants (DRI) stake by 1.7% in Q1 2026, selling an estimated $18.1K and leaving 5,218 shares worth $1.02M. The position accounts for 0.66% of the portfolio, ranked #49.

Invera Wealth Advisors first reported a position in DRI in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.29M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Invera Wealth Advisors held 5,218 shares of Darden Restaurants worth $1.02M as of Q1 2026.
  • Invera Wealth Advisors sold 88 Darden Restaurants shares in Q1 2026, an estimated $18.1K.
  • Darden Restaurants made up 0.66% of Invera Wealth Advisors's portfolio in Q1 2026, its #49 holding.
  • Invera Wealth Advisors first reported a position in Darden Restaurants in Q4 2023 and has held it in 6 quarters since.
  • Invera Wealth Advisors's Darden Restaurants position peaked at $1.29M in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.