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Sage Private Wealth Group’s Darden Restaurants DRI Stock Holding History

Sage Private Wealth Group’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 		$421K Buy
2,148
+41
+2% +$8.43K 0.21% 59
2025
Q4 		$388K Buy
2,107
+37
+2% +$6.74K 0.21% 64
2025
Q3 		$394K Buy
2,070
+289
+16% +$59.4K 0.22% 65
2025
Q2 		$388K Sell
1,781
-258
-13% -$53.5K 0.25% 57
2025
Q1 		$424K Sell
2,039
-119
-6% -$23K 0.32% 45
2024
Q4 		$403K Buy
2,158
+43
+2% +$7.21K 0.3% 47
2024
Q3 		$347K Sell
2,115
-343
-14% -$51.9K 0.27% 65
2024
Q2 		$372K Buy
2,458
+700
+40% +$107K 0.31% 48
2024
Q1 		$294K Buy
1,758
+412
+31% +$68.4K 0.24% 60
2023
Q4 		$221K Sell
1,346
-182
-12% -$27.6K 0.2% 54
2023
Q3 		$219K Buy
1,528
+10
+0.7% +$1.59K 0.3% 44
2023
Q2 		$254K Buy
1,518
+2
+0.1% +$314 0.35% 39
2023
Q1 		$235K Buy
+1,516
New +$224K 0.27% 40
2022
Q4 		– Sell
-1,410
Closed -$178K – 79
2022
Q3 		$178K Buy
1,410
+467
+50% +$58.4K 0.24% 49
2022
Q2 		$107K Buy
943
+303
+47% +$37.8K 0.15% 66
2022
Q1 		$85K Buy
640
+264
+70% +$36.5K 0.08% 75
2021
Q4 		$56K Buy
376
+91
+32% +$13.5K 0.07% 79
2021
Q3 		$43K Buy
+285
New +$41.9K 0.06% 87

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

Sage Private Wealth Group's DRI Position: Q1 2026 in Review

Sage Private Wealth Group increased its Darden Restaurants (DRI) stake by 1.9% in Q1 2026, buying an estimated $8.43K and bringing the position to 2,148 shares worth $421K. The position accounts for 0.21% of the portfolio, ranked #59.

Sage Private Wealth Group first reported a position in DRI in Q3 2021 and has held it in 18 quarters since. The position peaked at $424K in Q1 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Sage Private Wealth Group held 2,148 shares of Darden Restaurants worth $421K as of Q1 2026.
  • Sage Private Wealth Group bought 41 Darden Restaurants shares in Q1 2026, an estimated $8.43K.
  • Darden Restaurants made up 0.21% of Sage Private Wealth Group's portfolio in Q1 2026, its #59 holding.
  • Sage Private Wealth Group first reported a position in Darden Restaurants in Q3 2021 and has held it in 18 quarters since.
  • Sage Private Wealth Group's Darden Restaurants position peaked at $424K in Q1 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.