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LMG Wealth Partners’s Darden Restaurants DRI Stock Holding History

LMG Wealth Partners’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 		$1.19M Buy
6,085
+664
+12% +$137K 0.22% 94
2025
Q4 		$998K Sell
5,421
-795
-13% -$145K 0.19% 93
2025
Q3 		$1.18M Buy
6,216
+220
+4% +$45.2K 0.22% 95
2025
Q2 		$1.31M Buy
5,996
+945
+19% +$196K 0.27% 85
2025
Q1 		$1.05M Buy
+5,051
New +$975K 0.23% 85

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

LMG Wealth Partners's DRI Position: Q1 2026 in Review

LMG Wealth Partners increased its Darden Restaurants (DRI) stake by 12% in Q1 2026, buying an estimated $137K and bringing the position to 6,085 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #94.

LMG Wealth Partners first reported a position in DRI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.31M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • LMG Wealth Partners held 6,085 shares of Darden Restaurants worth $1.19M as of Q1 2026.
  • LMG Wealth Partners bought 664 Darden Restaurants shares in Q1 2026, an estimated $137K.
  • Darden Restaurants made up 0.22% of LMG Wealth Partners's portfolio in Q1 2026, its #94 holding.
  • LMG Wealth Partners first reported a position in Darden Restaurants in Q1 2025 and has held it in 5 quarters since.
  • LMG Wealth Partners's Darden Restaurants position peaked at $1.31M in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.