Retirement Wealth Solutions’s Darden Restaurants DRI Stock Holding History

Retirement Wealth Solutions’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 Q3	$6.25K	Buy	32 +5	+19%	+$1.04K	﹤0.01%	344
2026 Q2	$5.59K	Hold	27	–	–	﹤0.01%	321
2026 Q1	$5.28K	Hold	27	–	–	﹤0.01%	308
2025 Q4	$4.92K	Hold	27	–	–	﹤0.01%	314
2025 Q3	$5.05K	Buy	27 +1	+4%	+$206	﹤0.01%	306
2025 Q2	$5.74K	Sell	26 -6	-19%	-$1.24K	﹤0.01%	283
2025 Q1	$6.67K	Hold	32	–	–	0.01%	265
2024 Q4	$5.74K	Buy	+32	New	+$5.37K	﹤0.01%	277

Other funds holding DRI

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Retirement Wealth Solutions's DRI Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Darden Restaurants (DRI) stake by 19% in Q3 2026, buying an estimated $1.04K and bringing the position to 32 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Retirement Wealth Solutions first reported a position in DRI in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.67K in Q1 2025. 250 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

Retirement Wealth Solutions held 32 shares of Darden Restaurants worth $6.25K as of Q3 2026.
Retirement Wealth Solutions bought 5 Darden Restaurants shares in Q3 2026, an estimated $1.04K.
Darden Restaurants made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #344 holding.
Retirement Wealth Solutions first reported a position in Darden Restaurants in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Darden Restaurants position peaked at $6.67K in Q1 2025.
250 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.