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RFG - Bristol Wealth Advisors’s Darden Restaurants DRI Stock Holding History

RFG - Bristol Wealth Advisors’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 		$329K Sell
1,678
-37
-2% -$7.61K 0.09% 138
2025
Q4 		$316K Hold
1,715
– – 0.09% 141
2025
Q3 		$326K Hold
1,715
– – 0.09% 139
2025
Q2 		$374K Hold
1,715
– – 0.12% 124
2025
Q1 		$356K Buy
1,715
+156
+10% +$30.1K 0.12% 124
2024
Q4 		$291K Buy
+1,559
New +$261K 0.1% 125

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

RFG - Bristol Wealth Advisors's DRI Position: Q1 2026 in Review

RFG - Bristol Wealth Advisors reduced its Darden Restaurants (DRI) stake by 2.2% in Q1 2026, selling an estimated $7.61K and leaving 1,678 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #138.

RFG - Bristol Wealth Advisors first reported a position in DRI in Q4 2024 and has held it in 6 quarters since. The position peaked at $374K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • RFG - Bristol Wealth Advisors held 1,678 shares of Darden Restaurants worth $329K as of Q1 2026.
  • RFG - Bristol Wealth Advisors sold 37 Darden Restaurants shares in Q1 2026, an estimated $7.61K.
  • Darden Restaurants made up 0.09% of RFG - Bristol Wealth Advisors's portfolio in Q1 2026, its #138 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Darden Restaurants in Q4 2024 and has held it in 6 quarters since.
  • RFG - Bristol Wealth Advisors's Darden Restaurants position peaked at $374K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.