Pinnacle West Asset Management’s Darden Restaurants DRI Stock Holding History

Pinnacle West Asset Management’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	$733K	Sell	3,737 -73	-2%	-$15K	0.5%	56
2025 Q4	$701K	Hold	3,810	–	–	0.46%	60
2025 Q3	$725K	Buy	3,810 +65	+2%	+$13.4K	0.47%	58
2025 Q2	$816K	Buy	3,745 +75	+2%	+$15.6K	0.56%	51
2025 Q1	$762K	Buy	3,670 +120	+3%	+$23.2K	0.55%	55
2024 Q4	$663K	Buy	3,550 +700	+25%	+$117K	0.47%	60
2024 Q3	$468K	Buy	2,850 +850	+43%	+$129K	0.34%	78
2024 Q2	$303K	Buy	+2,000	New	+$304K	0.24%	86

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle West Asset Management's DRI Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Darden Restaurants (DRI) stake by 1.9% in Q1 2026, selling an estimated $15K and leaving 3,737 shares worth $733K. The position accounts for 0.5% of the portfolio, ranked #56.

Pinnacle West Asset Management first reported a position in DRI in Q2 2024 and has held it in 8 quarters since. The position peaked at $816K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Pinnacle West Asset Management held 3,737 shares of Darden Restaurants worth $733K as of Q1 2026.
Pinnacle West Asset Management sold 73 Darden Restaurants shares in Q1 2026, an estimated $15K.
Darden Restaurants made up 0.5% of Pinnacle West Asset Management's portfolio in Q1 2026, its #56 holding.
Pinnacle West Asset Management first reported a position in Darden Restaurants in Q2 2024 and has held it in 8 quarters since.
Pinnacle West Asset Management's Darden Restaurants position peaked at $816K in Q2 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.