PPWP
DRI icon

Premier Path Wealth Partners’s Darden Restaurants DRI Stock Holding History

Premier Path Wealth Partners’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 		$233K Sell
1,191
-17
-1% -$3.5K 0.03% 376
2025
Q4 		$222K Sell
1,208
-453
-27% -$82.6K 0.03% 381
2025
Q3 		$316K Buy
1,661
+48
+3% +$9.87K 0.04% 324
2025
Q2 		$352K Buy
1,613
+322
+25% +$66.8K 0.05% 298
2025
Q1 		$268K Buy
+1,291
New +$249K 0.04% 321

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

Premier Path Wealth Partners's DRI Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Darden Restaurants (DRI) stake by 1.4% in Q1 2026, selling an estimated $3.5K and leaving 1,191 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #376.

Premier Path Wealth Partners first reported a position in DRI in Q1 2025 and has held it in 5 quarters since. The position peaked at $352K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Premier Path Wealth Partners held 1,191 shares of Darden Restaurants worth $233K as of Q1 2026.
  • Premier Path Wealth Partners sold 17 Darden Restaurants shares in Q1 2026, an estimated $3.5K.
  • Darden Restaurants made up 0.03% of Premier Path Wealth Partners's portfolio in Q1 2026, its #376 holding.
  • Premier Path Wealth Partners first reported a position in Darden Restaurants in Q1 2025 and has held it in 5 quarters since.
  • Premier Path Wealth Partners's Darden Restaurants position peaked at $352K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.