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Marks Group Wealth Management’s Darden Restaurants DRI Stock Holding History

Marks Group 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 		$6.87M Sell
35,036
-4,414
-11% -$908K 0.66% 44
2025
Q4 		$7.26M Sell
39,450
-3,791
-9% -$691K 0.7% 51
2025
Q3 		$8.23M Sell
43,241
-1,241
-3% -$255K 0.76% 54
2025
Q2 		$9.7M Sell
44,482
-2,696
-6% -$560K 0.9% 25
2025
Q1 		$9.8M Sell
47,178
-3,241
-6% -$626K 0.94% 20
2024
Q4 		$9.41M Sell
50,419
-1,432
-3% -$240K 0.93% 25
2024
Q3 		$8.51M Buy
51,851
+1,566
+3% +$237K 0.81% 51
2024
Q2 		$7.61M Buy
50,285
+3,449
+7% +$525K 0.8% 53
2024
Q1 		$7.83M Buy
46,836
+2
+0% +$332 0.82% 49
2023
Q4 		$7.69M Sell
46,834
-357
-0.8% -$54.1K 0.88% 34
2023
Q3 		$6.76M Sell
47,191
-108
-0.2% -$17.1K 0.84% 42
2023
Q2 		$7.9M Buy
47,299
+310
+0.7% +$48.7K 0.94% 19
2023
Q1 		$7.29M Buy
46,989
+1,022
+2% +$151K 0.93% 21
2022
Q4 		$6.36M Sell
45,967
-1,739
-4% -$243K 0.87% 41
2022
Q3 		$6.03M Buy
47,706
+689
+1% +$86.1K 0.92% 30
2022
Q2 		$5.32M Buy
47,017
+1,912
+4% +$239K 0.77% 62
2022
Q1 		$6M Buy
45,105
+20,854
+86% +$2.88M 0.75% 51
2021
Q4 		$3.65M Buy
+24,251
New +$3.58M 0.44% 81
2020
Q1 		– Sell
-35,451
Closed -$3.87M – 232
2019
Q4 		$3.87M Buy
+35,451
New +$4.02M 0.76% 59

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

Marks Group Wealth Management's DRI Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Darden Restaurants (DRI) stake by 11% in Q1 2026, selling an estimated $908K and leaving 35,036 shares worth $6.87M. The position accounts for 0.66% of the portfolio, ranked #44.

Marks Group Wealth Management first reported a position in DRI in Q4 2019 and has held it in 19 quarters since. The position peaked at $9.8M in Q1 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Marks Group Wealth Management held 35,036 shares of Darden Restaurants worth $6.87M as of Q1 2026.
  • Marks Group Wealth Management sold 4,414 Darden Restaurants shares in Q1 2026, an estimated $908K.
  • Darden Restaurants made up 0.66% of Marks Group Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Marks Group Wealth Management first reported a position in Darden Restaurants in Q4 2019 and has held it in 19 quarters since.
  • Marks Group Wealth Management's Darden Restaurants position peaked at $9.8M in Q1 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.