Sage Private Wealth Group
DRI icon

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
Q3 		$416K Sell
2,154
-35
-2% -$7.32K 0.14% 88
2026
Q2 		$451K Buy
2,189
+41
+2% +$8.22K 0.2% 62
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Sage Private Wealth Group's DRI Position: Q3 2026 in Review

Sage Private Wealth Group reduced its Darden Restaurants (DRI) stake by 1.6% in Q3 2026, selling an estimated $7.32K and leaving 2,154 shares worth $416K. The position accounts for 0.14% of the portfolio, ranked #88.

Sage Private Wealth Group first reported a position in DRI in Q3 2021 and has held it in 20 quarters since. The position peaked at $451K in Q2 2026. 691 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Sage Private Wealth Group held 2,154 shares of Darden Restaurants worth $416K as of Q3 2026.
  • Sage Private Wealth Group sold 35 Darden Restaurants shares in Q3 2026, an estimated $7.32K.
  • Darden Restaurants made up 0.14% of Sage Private Wealth Group's portfolio in Q3 2026, its #88 holding.
  • Sage Private Wealth Group first reported a position in Darden Restaurants in Q3 2021 and has held it in 20 quarters since.
  • Sage Private Wealth Group's Darden Restaurants position peaked at $451K in Q2 2026.
  • 691 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Sage Private Wealth Group's 13F filing for Q3 2026, filed 21 Oct 2026.