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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
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
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

Physician Wealth Advisors's DRI Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Darden Restaurants (DRI) stake by 25% in Q1 2026, selling an estimated $3.29K and leaving 47 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Physician Wealth Advisors first reported a position in DRI in Q4 2024 and has held it in 6 quarters since. The position peaked at $12K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Physician Wealth Advisors held 47 shares of Darden Restaurants worth $9.21K as of Q1 2026.
  • Physician Wealth Advisors sold 16 Darden Restaurants shares in Q1 2026, an estimated $3.29K.
  • Darden Restaurants made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #823 holding.
  • Physician Wealth Advisors first reported a position in Darden Restaurants in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Darden Restaurants position peaked at $12K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.