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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peterson Wealth Services's DRI Position: Q1 2026 in Review

Peterson Wealth Services increased its Darden Restaurants (DRI) stake by 4% in Q1 2026, buying an estimated $89K and bringing the position to 11,287 shares worth $2.21M. The position accounts for 0.55% of the portfolio, ranked #44.

Peterson Wealth Services first reported a position in DRI in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.38M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Peterson Wealth Services held 11,287 shares of Darden Restaurants worth $2.21M as of Q1 2026.
  • Peterson Wealth Services bought 433 Darden Restaurants shares in Q1 2026, an estimated $89K.
  • Darden Restaurants made up 0.55% of Peterson Wealth Services's portfolio in Q1 2026, its #44 holding.
  • Peterson Wealth Services first reported a position in Darden Restaurants in Q4 2021 and has held it in 18 quarters since.
  • Peterson Wealth Services's Darden Restaurants position peaked at $2.38M in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.