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Lifeworks Advisors’s Darden Restaurants DRI Stock Holding History

Lifeworks 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 		$552K Sell
2,818
-102
-3% -$21K 0.07% 185
2025
Q4 		$537K Buy
2,920
+261
+10% +$47.6K 0.07% 203
2025
Q3 		$506K Buy
2,659
+352
+15% +$72.4K 0.07% 205
2025
Q2 		$503K Buy
2,307
+122
+6% +$25.3K 0.08% 194
2025
Q1 		$454K Buy
+2,185
New +$422K 0.08% 191
2024
Q2 		– Sell
-2,000
Closed -$334K – 226
2024
Q1 		$334K Buy
+2,000
New +$332K 0.09% 161

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

Lifeworks Advisors's DRI Position: Q1 2026 in Review

Lifeworks Advisors reduced its Darden Restaurants (DRI) stake by 3.5% in Q1 2026, selling an estimated $21K and leaving 2,818 shares worth $552K. The position accounts for 0.07% of the portfolio, ranked #185.

Lifeworks Advisors first reported a position in DRI in Q1 2024 and has held it in 6 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Lifeworks Advisors held 2,818 shares of Darden Restaurants worth $552K as of Q1 2026.
  • Lifeworks Advisors sold 102 Darden Restaurants shares in Q1 2026, an estimated $21K.
  • Darden Restaurants made up 0.07% of Lifeworks Advisors's portfolio in Q1 2026, its #185 holding.
  • Lifeworks Advisors first reported a position in Darden Restaurants in Q1 2024 and has held it in 6 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.