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Journey Strategic Wealth’s Darden Restaurants DRI Stock Holding History

Journey Strategic Wealth’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 		$467K Buy
2,383
+104
+5% +$21.4K 0.01% 367
2025
Q4 		$419K Buy
2,279
+733
+47% +$134K 0.01% 361
2025
Q3 		$294K Sell
1,546
-208
-12% -$42.8K 0.01% 489
2025
Q2 		$382K Buy
1,754
+271
+18% +$56.2K 0.01% 356
2025
Q1 		$308K Sell
1,483
-9
-0.6% -$1.74K 0.01% 330
2024
Q4 		$278K Buy
1,492
+8
+0.5% +$1.34K 0.01% 355
2024
Q3 		$244K Sell
1,484
-76
-5% -$11.5K 0.01% 398
2024
Q2 		$236K Buy
+1,560
New +$237K 0.01% 315

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

Journey Strategic Wealth's DRI Position: Q1 2026 in Review

Journey Strategic Wealth increased its Darden Restaurants (DRI) stake by 4.6% in Q1 2026, buying an estimated $21.4K and bringing the position to 2,383 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #367.

Journey Strategic Wealth first reported a position in DRI in Q2 2024 and has held it in 8 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Journey Strategic Wealth held 2,383 shares of Darden Restaurants worth $467K as of Q1 2026.
  • Journey Strategic Wealth bought 104 Darden Restaurants shares in Q1 2026, an estimated $21.4K.
  • Darden Restaurants made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #367 holding.
  • Journey Strategic Wealth first reported a position in Darden Restaurants in Q2 2024 and has held it in 8 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.