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JPL Wealth Management’s Darden Restaurants DRI Stock Holding History

JPL 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 		$981 Buy
+5
New +$1.03K ﹤0.01% 1229
2025
Q4 		– Sell
-10
Closed -$1.9K – 387
2025
Q3 		$1.9K Buy
+10
New +$2.06K ﹤0.01% 868

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

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

JPL Wealth Management opened a new position in Darden Restaurants (DRI) in Q1 2026: 5 shares worth $981. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in DRI as recently as Q3 2025.

JPL Wealth Management first reported a position in DRI in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.9K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • JPL Wealth Management held 5 shares of Darden Restaurants worth $981 as of Q1 2026.
  • Darden Restaurants was a new JPL Wealth Management position in Q1 2026.
  • Darden Restaurants made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1229 holding.
  • JPL Wealth Management first reported a position in Darden Restaurants in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Darden Restaurants position peaked at $1.9K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.