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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
Q2 		$141K Buy
686
+2
+0.3% +$401 0.01% 694
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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's DRI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Darden Restaurants (DRI) stake by 0.29% in Q2 2026, buying an estimated $401 and bringing the position to 686 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #694.

Pinnacle Wealth Planning Services first reported a position in DRI in Q4 2020 and has held it in 4 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 686 shares of Darden Restaurants worth $141K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 Darden Restaurants shares in Q2 2026, an estimated $401.
  • Darden Restaurants made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #694 holding.
  • Pinnacle Wealth Planning Services first reported a position in Darden Restaurants in Q4 2020 and has held it in 4 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.