Peterson Wealth Services
DRI icon

Peterson Wealth Services’s Darden Restaurants DRI Stock Holding History

Peterson Wealth Services’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 		$2.37M Buy
12,238
+474
+4% +$99.1K 0.5% 46
2026
Q2 		$2.42M Buy
11,764
+477
+4% +$95.6K 0.53% 49
2026
Q1 		$2.21M Buy
11,287
+433
+4% +$89K 0.55% 44
2025
Q4 		$2M Buy
10,854
+9,847
+978% +$1.79M 0.51% 47
2025
Q3 		$2.07M Sell
1,007
-9,890
-91% -$2.03M 0.51% 44
2025
Q2 		$2.38M Buy
10,897
+215
+2% +$44.6K 0.65% 41
2025
Q1 		$2.22M Buy
10,682
+809
+8% +$156K 0.69% 45
2024
Q4 		$1.84M Buy
9,873
+638
+7% +$107K 0.55% 46
2024
Q3 		$1.52M Buy
9,235
+749
+9% +$113K 0.48% 55
2024
Q2 		$1.28M Buy
8,486
+324
+4% +$49.3K 0.45% 53
2024
Q1 		$1.36M Buy
8,162
+329
+4% +$54.6K 0.5% 54
2023
Q4 		$1.29M Buy
7,833
+370
+5% +$56K 0.55% 49
2023
Q3 		$1.07M Buy
7,463
+303
+4% +$48K 0.8% 41
2023
Q2 		$1.2M Sell
7,160
-1,063
-13% -$167K 0.57% 49
2023
Q1 		$1.28M Buy
8,223
+1,498
+22% +$222K 0.66% 47
2022
Q4 		$930K Buy
6,725
+725
+12% +$101K 0.53% 51
2022
Q3 		$758K Buy
6,000
+1,787
+42% +$223K 0.54% 48
2022
Q2 		$477K Buy
4,213
+765
+22% +$95.5K 0.34% 62
2022
Q1 		$458K Buy
3,448
+1,876
+119% +$259K 0.28% 64
2021
Q4 		$237K Buy
+1,572
New +$232K 0.16% 83

Other funds holding DRI

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Peterson Wealth Services's DRI Position: Q3 2026 in Review

Peterson Wealth Services increased its Darden Restaurants (DRI) stake by 4% in Q3 2026, buying an estimated $99.1K and bringing the position to 12,238 shares worth $2.37M. The position accounts for 0.5% of the portfolio, ranked #46.

Peterson Wealth Services first reported a position in DRI in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.42M in Q2 2026. 391 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Peterson Wealth Services held 12,238 shares of Darden Restaurants worth $2.37M as of Q3 2026.
  • Peterson Wealth Services bought 474 Darden Restaurants shares in Q3 2026, an estimated $99.1K.
  • Darden Restaurants made up 0.5% of Peterson Wealth Services's portfolio in Q3 2026, its #46 holding.
  • Peterson Wealth Services first reported a position in Darden Restaurants in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's Darden Restaurants position peaked at $2.42M in Q2 2026.
  • 391 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.