Perigon Wealth Management
DRI icon

Perigon Wealth Management’s Darden Restaurants DRI Stock Holding History

Perigon 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
Q3 		$411K Buy
2,128
+500
+31% +$105K 0.01% 993
2026
Q2 		$335K Buy
1,628
+135
+9% +$27K 0.01% 1055
2026
Q1 		$293K Sell
1,493
-174
-10% -$35.8K 0.01% 1031
2025
Q4 		$307K Sell
1,667
-21
-1% -$3.83K 0.01% 1008
2025
Q3 		$321K Buy
1,688
+336
+25% +$69.1K 0.01% 923
2025
Q2 		$295K Buy
1,352
+46
+4% +$9.5K 0.01% 849
2025
Q1 		$271K Buy
1,306
+84
+7% +$16.2K 0.01% 849
2024
Q4 		$221K Buy
+1,222
New +$205K 0.01% 933
2024
Q2 		– Sell
-1,413
Closed -$236K – 878
2024
Q1 		$236K Buy
+1,413
New +$235K 0.01% 745
2021
Q1 		– Sell
-266
Closed -$32K – 628
2020
Q4 		$32K Buy
+266
New +$28.5K ﹤0.01% 877

Other funds holding DRI

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Perigon Wealth Management's DRI Position: Q3 2026 in Review

Perigon Wealth Management increased its Darden Restaurants (DRI) stake by 31% in Q3 2026, buying an estimated $105K and bringing the position to 2,128 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #993.

Perigon Wealth Management first reported a position in DRI in Q4 2020 and has held it in 10 quarters since. 250 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Perigon Wealth Management held 2,128 shares of Darden Restaurants worth $411K as of Q3 2026.
  • Perigon Wealth Management bought 500 Darden Restaurants shares in Q3 2026, an estimated $105K.
  • Darden Restaurants made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #993 holding.
  • Perigon Wealth Management first reported a position in Darden Restaurants in Q4 2020 and has held it in 10 quarters since.
  • 250 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.