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Mowery & Schoenfeld Wealth Management’s Darden Restaurants DRI Stock Holding History

Mowery & Schoenfeld 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 		$3.16K Hold
16
– – ﹤0.01% 301
2025
Q4 		$2.97K Hold
16
– – ﹤0.01% 376
2025
Q3 		$3.07K Hold
16
– – 0.01% 316
2025
Q2 		$3.51K Hold
16
– – 0.01% 305
2025
Q1 		$3.35K Sell
16
-2
-11% -$386 0.01% 356
2024
Q4 		$3.36K Buy
+18
New +$3.02K 0.01% 347

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

Mowery & Schoenfeld Wealth Management's DRI Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Darden Restaurants (DRI) position steady in Q1 2026 at 16 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Mowery & Schoenfeld Wealth Management first reported a position in DRI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.51K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 16 shares of Darden Restaurants worth $3.16K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its Darden Restaurants share count unchanged in Q1 2026.
  • Darden Restaurants made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #301 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Darden Restaurants in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's Darden Restaurants position peaked at $3.51K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.