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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
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

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peterson Wealth Services's DRI Position: Q2 2026 in Review

Peterson Wealth Services increased its Darden Restaurants (DRI) stake by 4.2% in Q2 2026, buying an estimated $95.6K and bringing the position to 11,764 shares worth $2.42M. The position accounts for 0.53% of the portfolio, ranked #49.

Peterson Wealth Services first reported a position in DRI in Q4 2021 and has held it in 19 quarters since. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Peterson Wealth Services held 11,764 shares of Darden Restaurants worth $2.42M as of Q2 2026.
  • Peterson Wealth Services bought 477 Darden Restaurants shares in Q2 2026, an estimated $95.6K.
  • Darden Restaurants made up 0.53% of Peterson Wealth Services's portfolio in Q2 2026, its #49 holding.
  • Peterson Wealth Services first reported a position in Darden Restaurants in Q4 2021 and has held it in 19 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.