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Pinnacle Wealth Planning Services’s Darden Restaurants DRI Stock Holding History

Pinnacle Wealth Planning 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 		$134K Buy
684
+9
+1% +$1.85K 0.01% 641
2025
Q4 		$124K Buy
+675
New +$123K 0.01% 674
2021
Q1 		– Sell
-540
Closed -$64K – 790
2020
Q4 		$64K Buy
+540
New +$57.8K 0.02% 671

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

Pinnacle Wealth Planning Services's DRI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Darden Restaurants (DRI) stake by 1.3% in Q1 2026, buying an estimated $1.85K and bringing the position to 684 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #641.

Pinnacle Wealth Planning Services first reported a position in DRI in Q4 2020 and has held it in 3 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 684 shares of Darden Restaurants worth $134K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 9 Darden Restaurants shares in Q1 2026, an estimated $1.85K.
  • Darden Restaurants made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #641 holding.
  • Pinnacle Wealth Planning Services first reported a position in Darden Restaurants in Q4 2020 and has held it in 3 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.