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 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%	+$9.55K	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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perigon Wealth Management's DRI Position: Q1 2026 in Review

Perigon Wealth Management reduced its Darden Restaurants (DRI) stake by 10% in Q1 2026, selling an estimated $35.8K and leaving 1,493 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #1031.

Perigon Wealth Management first reported a position in DRI in Q4 2020 and has held it in 8 quarters since. The position peaked at $321K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Perigon Wealth Management held 1,493 shares of Darden Restaurants worth $293K as of Q1 2026.
Perigon Wealth Management sold 174 Darden Restaurants shares in Q1 2026, an estimated $35.8K.
Darden Restaurants made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1031 holding.
Perigon Wealth Management first reported a position in Darden Restaurants in Q4 2020 and has held it in 8 quarters since.
Perigon Wealth Management's Darden Restaurants position peaked at $321K in Q3 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.