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Sagespring Wealth Partners’s Darden Restaurants DRI Stock Holding History

Sagespring Wealth Partners’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
Q2 		$2.03M Buy
9,875
+421
+4% +$84.3K 0.03% 214
2026
Q1 		$1.85M Sell
9,454
-276
-3% -$56.8K 0.03% 208
2025
Q4 		$1.79M Sell
9,730
-854
-8% -$156K 0.03% 205
2025
Q3 		$2.01M Buy
10,584
+197
+2% +$40.5K 0.04% 179
2025
Q2 		$2.26M Buy
10,387
+361
+4% +$74.9K 0.05% 163
2025
Q1 		$2.08M Buy
10,026
+810
+9% +$156K 0.05% 150
2024
Q4 		$1.72M Buy
+9,216
New +$1.55M 0.05% 155

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sagespring Wealth Partners's DRI Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Darden Restaurants (DRI) stake by 4.5% in Q2 2026, buying an estimated $84.3K and bringing the position to 9,875 shares worth $2.03M. The position accounts for 0.03% of the portfolio, ranked #214.

Sagespring Wealth Partners first reported a position in DRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Sagespring Wealth Partners held 9,875 shares of Darden Restaurants worth $2.03M as of Q2 2026.
  • Sagespring Wealth Partners bought 421 Darden Restaurants shares in Q2 2026, an estimated $84.3K.
  • Darden Restaurants made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #214 holding.
  • Sagespring Wealth Partners first reported a position in Darden Restaurants in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Darden Restaurants position peaked at $2.26M in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.