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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
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 $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

Sagespring Wealth Partners's DRI Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Darden Restaurants (DRI) stake by 2.8% in Q1 2026, selling an estimated $56.8K and leaving 9,454 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #208.

Sagespring Wealth Partners first reported a position in DRI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.26M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Sagespring Wealth Partners held 9,454 shares of Darden Restaurants worth $1.85M as of Q1 2026.
  • Sagespring Wealth Partners sold 276 Darden Restaurants shares in Q1 2026, an estimated $56.8K.
  • Darden Restaurants made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #208 holding.
  • Sagespring Wealth Partners first reported a position in Darden Restaurants in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Darden Restaurants position peaked at $2.26M in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.