Physician Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Physician Wealth Advisors’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	$13.7K	Buy	71 +3	+4%	+$627	﹤0.01%	818
2026 Q2	$14K	Buy	68 +21	+45%	+$4.21K	﹤0.01%	781
2026 Q1	$9.21K	Sell	47 -16	-25%	-$3.29K	﹤0.01%	823
2025 Q4	$11.6K	Hold	63	–	–	﹤0.01%	727
2025 Q3	$12K	Buy	63 +23	+58%	+$4.73K	﹤0.01%	706
2025 Q2	$8.72K	Hold	40	–	–	﹤0.01%	667
2025 Q1	$8.31K	Hold	40	–	–	﹤0.01%	640
2024 Q4	$7.47K	Buy	+40	New	+$6.71K	﹤0.01%	677

Other funds holding DRI

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Physician Wealth Advisors's DRI Position: Q3 2026 in Review

Physician Wealth Advisors increased its Darden Restaurants (DRI) stake by 4.4% in Q3 2026, buying an estimated $627 and bringing the position to 71 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Physician Wealth Advisors first reported a position in DRI in Q4 2024 and has held it in 8 quarters since. The position peaked at $14K in Q2 2026. 927 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

Physician Wealth Advisors held 71 shares of Darden Restaurants worth $13.7K as of Q3 2026.
Physician Wealth Advisors bought 3 Darden Restaurants shares in Q3 2026, an estimated $627.
Darden Restaurants made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #818 holding.
Physician Wealth Advisors first reported a position in Darden Restaurants in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Darden Restaurants position peaked at $14K in Q2 2026.
927 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.