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Oak Harbor Wealth Partners’s Darden Restaurants DRI Stock Holding History

Oak Harbor 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 		$677K Sell
3,454
-815
-19% -$168K 0.16% 120
2025
Q4 		$786K Sell
4,269
-253
-6% -$46.1K 0.19% 107
2025
Q3 		$861K Sell
4,522
-307
-6% -$63.1K 0.21% 103
2025
Q2 		$1.05M Sell
4,829
-1,843
-28% -$383K 0.28% 74
2025
Q1 		$1.39M Sell
6,672
-4,402
-40% -$850K 0.4% 63
2024
Q4 		$2.07M Sell
11,074
-264
-2% -$44.3K 0.6% 45
2024
Q3 		$1.86M Buy
11,338
+1,443
+15% +$218K 0.53% 51
2024
Q2 		$1.5M Buy
9,895
+345
+4% +$52.5K 0.47% 58
2024
Q1 		$1.6M Buy
9,550
+274
+3% +$45.5K 0.5% 51
2023
Q4 		$1.52M Sell
9,276
-349
-4% -$52.8K 0.51% 54
2023
Q3 		$1.38M Buy
9,625
+607
+7% +$96.3K 0.49% 61
2023
Q2 		$1.51M Sell
9,018
-54
-0.6% -$8.48K 0.52% 53
2023
Q1 		$1.41M Buy
9,072
+22
+0.2% +$3.25K 0.51% 58
2022
Q4 		$1.25M Sell
9,050
-213
-2% -$29.7K 0.48% 59
2022
Q3 		$1.17M Buy
9,263
+663
+8% +$82.9K 0.46% 59
2022
Q2 		$973K Buy
8,600
+1,876
+28% +$234K 0.39% 65
2022
Q1 		$894K Buy
6,724
+2,708
+67% +$374K 0.29% 76
2021
Q4 		$605K Buy
+4,016
New +$594K 0.21% 93

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VCM
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Wellington Management Group
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VPM
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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

Oak Harbor Wealth Partners's DRI Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Darden Restaurants (DRI) stake by 19% in Q1 2026, selling an estimated $168K and leaving 3,454 shares worth $677K. The position accounts for 0.16% of the portfolio, ranked #120.

Oak Harbor Wealth Partners first reported a position in DRI in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.07M in Q4 2024. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Oak Harbor Wealth Partners held 3,454 shares of Darden Restaurants worth $677K as of Q1 2026.
  • Oak Harbor Wealth Partners sold 815 Darden Restaurants shares in Q1 2026, an estimated $168K.
  • Darden Restaurants made up 0.16% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #120 holding.
  • Oak Harbor Wealth Partners first reported a position in Darden Restaurants in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Darden Restaurants position peaked at $2.07M in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.