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Ritholtz Wealth Management’s Darden Restaurants DRI Stock Holding History

Ritholtz Wealth Management’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 		$410K Sell
2,090
-41
-2% -$8.43K 0.01% 859
2025
Q4 		$392K Sell
2,131
-109
-5% -$19.9K 0.01% 803
2025
Q3 		$426K Buy
2,240
+31
+1% +$6.37K 0.01% 727
2025
Q2 		$482K Buy
2,209
+73
+3% +$15.2K 0.01% 654
2025
Q1 		$444K Buy
2,136
+1
+0% +$193 0.01% 629
2024
Q4 		$399K Sell
2,135
-69
-3% -$11.6K 0.01% 622
2024
Q3 		$362K Sell
2,204
-278
-11% -$42.1K 0.01% 657
2024
Q2 		$376K Sell
2,482
-610
-20% -$92.8K 0.01% 604
2024
Q1 		$517K Sell
3,092
-204
-6% -$33.9K 0.02% 520
2023
Q4 		$542K Sell
3,296
-1,349
-29% -$204K 0.02% 472
2023
Q3 		$665K Sell
4,645
-1,131
-20% -$179K 0.03% 391
2023
Q2 		$965K Sell
5,776
-197
-3% -$30.9K 0.04% 279
2023
Q1 		$927K Buy
5,973
+1,292
+28% +$191K 0.05% 279
2022
Q4 		$647K Buy
4,681
+1,639
+54% +$229K 0.04% 316
2022
Q3 		$384K Buy
+3,042
New +$380K 0.02% 467

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

Ritholtz Wealth Management's DRI Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Darden Restaurants (DRI) stake by 1.9% in Q1 2026, selling an estimated $8.43K and leaving 2,090 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #859.

Ritholtz Wealth Management first reported a position in DRI in Q3 2022 and has held it in 15 quarters since. The position peaked at $965K in Q2 2023. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Ritholtz Wealth Management held 2,090 shares of Darden Restaurants worth $410K as of Q1 2026.
  • Ritholtz Wealth Management sold 41 Darden Restaurants shares in Q1 2026, an estimated $8.43K.
  • Darden Restaurants made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #859 holding.
  • Ritholtz Wealth Management first reported a position in Darden Restaurants in Q3 2022 and has held it in 15 quarters since.
  • Ritholtz Wealth Management's Darden Restaurants position peaked at $965K in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.