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Legacy Wealth Management (Idaho)’s Darden Restaurants DRI Stock Holding History

Legacy Wealth Management (Idaho)’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 		$5.44K Hold
28
– – ﹤0.01% 601
2025
Q4 		$5.11K Sell
28
-66
-70% -$12K ﹤0.01% 531
2025
Q3 		$17.8K Hold
94
– – 0.01% 278
2025
Q2 		$20.4K Buy
+94
New +$19.5K 0.01% 241

Other funds holding DRI

Capital World Investors
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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

Legacy Wealth Management (Idaho)'s DRI Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Darden Restaurants (DRI) position steady in Q1 2026 at 28 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Legacy Wealth Management (Idaho) first reported a position in DRI in Q2 2025 and has held it in 4 quarters since. The position peaked at $20.4K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 28 shares of Darden Restaurants worth $5.44K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Darden Restaurants share count unchanged in Q1 2026.
  • Darden Restaurants made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #601 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Darden Restaurants in Q2 2025 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s Darden Restaurants position peaked at $20.4K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.