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
2026 Q2	$824	Sell	4 -1	-20%	-$200	﹤0.01%	806
2026 Q1	$980	Buy	5 +1	+25%	+$206	﹤0.01%	714
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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principia Wealth Advisory's DRI Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Darden Restaurants (DRI) stake by 20% in Q2 2026, selling an estimated $200 and leaving 4 shares worth $824. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Principia Wealth Advisory first reported a position in DRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Principia Wealth Advisory held 4 shares of Darden Restaurants worth $824 as of Q2 2026.
Principia Wealth Advisory sold 1 Darden Restaurants share in Q2 2026, an estimated $200.
Darden Restaurants made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #806 holding.
Principia Wealth Advisory first reported a position in Darden Restaurants in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Darden Restaurants position peaked at $1.09K in Q2 2025.
1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.