ORG Wealth Partners
DRI icon

ORG Wealth Partners’s Darden Restaurants DRI Stock Holding History

ORG 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
Q3 		$24.3K Sell
126
-1,456
-92% -$304K ﹤0.01% 516
2026
Q2 		$326K Buy
1,582
+496
+46% +$99.4K 0.05% 201
2026
Q1 		$213K Buy
1,086
+304
+39% +$62.5K 0.04% 220
2025
Q4 		$144K Buy
782
+272
+53% +$49.6K 0.03% 247
2025
Q3 		$97.1K Buy
510
+191
+60% +$39.3K 0.02% 278
2025
Q2 		$70K Buy
+319
New +$66.2K 0.02% 304

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Principal Financial Group
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Cidel Asset Management
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Valley Wealth Managers
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Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

ORG Wealth Partners's DRI Position: Q3 2026 in Review

ORG Wealth Partners reduced its Darden Restaurants (DRI) stake by 92% in Q3 2026, selling an estimated $304K and leaving 126 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

ORG Wealth Partners first reported a position in DRI in Q2 2025 and has held it in 6 quarters since. The position peaked at $326K in Q2 2026. 449 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • ORG Wealth Partners held 126 shares of Darden Restaurants worth $24.3K as of Q3 2026.
  • ORG Wealth Partners sold 1,456 Darden Restaurants shares in Q3 2026, an estimated $304K.
  • Darden Restaurants made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #516 holding.
  • ORG Wealth Partners first reported a position in Darden Restaurants in Q2 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Darden Restaurants position peaked at $326K in Q2 2026.
  • 449 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.