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Jeppson Wealth Management’s Darden Restaurants DRI Stock Holding History

Jeppson 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 		$540K Hold
2,757
– – 0.17% 116
2025
Q4 		$507K Sell
2,757
-73
-3% -$13.3K 0.16% 121
2025
Q3 		$539K Sell
2,830
-220
-7% -$45.2K 0.17% 116
2025
Q2 		$665K Buy
3,050
+11
+0.4% +$2.28K 0.23% 95
2025
Q1 		$631K Sell
3,039
-1
-0% -$193 0.23% 102
2024
Q4 		$568K Sell
3,040
-60
-2% -$10.1K 0.21% 111
2024
Q3 		$509K Sell
3,100
-110
-3% -$16.7K 0.18% 122
2024
Q2 		$486K Sell
3,210
-70
-2% -$10.7K 0.19% 115
2024
Q1 		$548K Sell
3,280
-7
-0.2% -$1.16K 0.21% 109
2023
Q4 		$540K Sell
3,287
-7
-0.2% -$1.06K 0.22% 103
2023
Q3 		$472K Sell
3,294
-31
-0.9% -$4.92K 0.22% 111
2023
Q2 		$556K Sell
3,325
-66
-2% -$10.4K 0.24% 103
2023
Q1 		$526K Buy
3,391
+98
+3% +$14.5K 0.23% 107
2022
Q4 		$456K Buy
3,293
+1,032
+46% +$144K 0.19% 117
2022
Q3 		$286K Buy
+2,261
New +$283K 0.13% 142

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

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

Jeppson Wealth Management held its Darden Restaurants (DRI) position steady in Q1 2026 at 2,757 shares worth $540K. The position accounts for 0.17% of the portfolio, ranked #116.

Jeppson Wealth Management first reported a position in DRI in Q3 2022 and has held it in 15 quarters since. The position peaked at $665K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Jeppson Wealth Management held 2,757 shares of Darden Restaurants worth $540K as of Q1 2026.
  • Jeppson Wealth Management left its Darden Restaurants share count unchanged in Q1 2026.
  • Darden Restaurants made up 0.17% of Jeppson Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Jeppson Wealth Management first reported a position in Darden Restaurants in Q3 2022 and has held it in 15 quarters since.
  • Jeppson Wealth Management's Darden Restaurants position peaked at $665K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.