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Principia Wealth Advisory’s Darden Restaurants DRI Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$736 Buy
4
+1
+33% +$182 ﹤0.01% 745
2025
Q3 		$571 Sell
3
-2
-40% -$411 ﹤0.01% 773
2025
Q2 		$1.09K Buy
5
+2
+67% +$415 ﹤0.01% 542
2025
Q1 		$589 Hold
3
– – ﹤0.01% 533
2024
Q4 		$560 Buy
+3
New +$503 ﹤0.01% 510

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principia Wealth Advisory's DRI Position: Q4 2025 in Review

Principia Wealth Advisory increased its Darden Restaurants (DRI) stake by 33% in Q4 2025, buying an estimated $182 and bringing the position to 4 shares worth $736. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Principia Wealth Advisory first reported a position in DRI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.09K in Q2 2025. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Principia Wealth Advisory held 4 shares of Darden Restaurants worth $736 as of Q4 2025.
  • Principia Wealth Advisory bought 1 Darden Restaurants share in Q4 2025, an estimated $182.
  • Darden Restaurants made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #745 holding.
  • Principia Wealth Advisory first reported a position in Darden Restaurants in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Darden Restaurants position peaked at $1.09K in Q2 2025.
  • 1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.