PWP
DRI icon

Phillips Wealth Planners’s Darden Restaurants DRI Stock Holding History

Phillips Wealth Planners’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 		$336K Buy
1,717
+633
+58% +$130K 0.25% 133
2025
Q4 		$225K Sell
1,084
-247
-19% -$45K 0.18% 178
2025
Q3 		$257K Buy
1,331
+344
+35% +$70.7K 0.21% 167
2025
Q2 		$215K Buy
+987
New +$205K 0.19% 178

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

Phillips Wealth Planners's DRI Position: Q1 2026 in Review

Phillips Wealth Planners increased its Darden Restaurants (DRI) stake by 58% in Q1 2026, buying an estimated $130K and bringing the position to 1,717 shares worth $336K. The position accounts for 0.25% of the portfolio, ranked #133.

Phillips Wealth Planners first reported a position in DRI in Q2 2025 and has held it in 4 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Phillips Wealth Planners held 1,717 shares of Darden Restaurants worth $336K as of Q1 2026.
  • Phillips Wealth Planners bought 633 Darden Restaurants shares in Q1 2026, an estimated $130K.
  • Darden Restaurants made up 0.25% of Phillips Wealth Planners's portfolio in Q1 2026, its #133 holding.
  • Phillips Wealth Planners first reported a position in Darden Restaurants in Q2 2025 and has held it in 4 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.