SFMG Wealth Advisors’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Buy |
6,227
+10
| +0.2% | +$2.06K | 0.08% | 101 |
|
|
2025
Q4 | $1.14M | Sell |
6,217
-409
| -6% | -$74.5K | 0.08% | 102 |
|
|
2025
Q3 | $1.26M | Sell |
6,626
-91
| -1% | -$18.7K | 0.09% | 97 |
|
|
2025
Q2 | $1.46M | Buy |
6,717
+8
| +0.1% | +$1.66K | 0.11% | 85 |
|
|
2025
Q1 | $1.39M | Buy |
6,709
+36
| +0.5% | +$6.95K | 0.11% | 88 |
|
|
2024
Q4 | $1.25M | Sell |
6,673
-19
| -0.3% | -$3.19K | 0.1% | 92 |
|
|
2024
Q3 | $1.1M | Sell |
6,692
-11
| -0.2% | -$1.67K | 0.09% | 88 |
|
|
2024
Q2 | $1.01M | Buy |
6,703
+25
| +0.4% | +$3.8K | 0.09% | 92 |
|
|
2024
Q1 | $1.12M | Buy |
6,678
+9
| +0.1% | +$1.49K | 0.1% | 90 |
|
|
2023
Q4 | $1.1M | Buy |
6,669
+9
| +0.1% | +$1.36K | 0.1% | 88 |
|
|
2023
Q3 | $954K | Sell |
6,660
-12
| -0.2% | -$1.9K | 0.1% | 87 |
|
|
2023
Q2 | $1.11M | Sell |
6,672
-27
| -0.4% | -$4.24K | 0.11% | 83 |
|
|
2023
Q1 | $1.04M | Buy |
6,699
+9
| +0.1% | +$1.33K | 0.11% | 86 |
|
|
2022
Q4 | $925K | Buy |
6,690
+1,767
| +36% | +$246K | 0.1% | 91 |
|
|
2022
Q3 | $641K | Buy |
4,923
+141
| +3% | +$17.6K | 0.07% | 107 |
|
|
2022
Q2 | $541K | Sell |
4,782
-6
| -0.1% | -$749 | 0.06% | 122 |
|
|
2022
Q1 | $637K | Buy |
4,788
+301
| +7% | +$41.6K | 0.06% | 122 |
|
|
2021
Q4 | $676K | Buy |
4,487
+1,036
| +30% | +$153K | 0.07% | 124 |
|
|
2021
Q3 | $523K | Buy |
3,451
+284
| +9% | +$41.7K | 0.06% | 140 |
|
|
2021
Q2 | $462K | Hold |
3,167
| – | – | 0.05% | 157 |
|
|
2021
Q1 | $450K | Hold |
3,167
| – | – | 0.05% | 152 |
|
|
2020
Q4 | $377K | Hold |
3,167
| – | – | 0.05% | 149 |
|
|
2020
Q3 | $319K | Buy |
3,167
+167
| +6% | +$13.9K | 0.04% | 135 |
|
|
2020
Q2 | $227K | Buy |
+3,000
| New | +$213K | 0.03% | 142 |
|
|
2020
Q1 | – | Sell |
-6,074
| Closed | -$662K | – | 153 |
|
|
2019
Q4 | $662K | Hold |
6,074
| – | – | 0.08% | 85 |
|
|
2019
Q3 | $718K | Hold |
6,074
| – | – | 0.1% | 69 |
|
|
2019
Q2 | $765K | Hold |
6,074
| – | – | 0.1% | 63 |
|
|
2019
Q1 | $738K | Hold |
6,074
| – | – | 0.11% | 56 |
|
|
2018
Q4 | $607K | Hold |
6,074
| – | – | 0.1% | 61 |
|
|
2018
Q3 | $640K | Sell |
6,074
-2,800
| -32% | -$315K | 0.1% | 56 |
|
|
2018
Q2 | $950K | Hold |
8,874
| – | – | 0.15% | 47 |
|
|
2018
Q1 | $757K | Buy |
8,874
+13
| +0.1% | +$1.23K | 0.13% | 51 |
|
|
2017
Q4 | $851K | Hold |
8,861
| – | – | 0.14% | 49 |
|
|
2017
Q3 | $698K | Buy |
8,861
+25
| +0.3% | +$2.11K | 0.14% | 52 |
|
|
2017
Q2 | $799K | Buy |
8,836
+4,525
| +105% | +$395K | 0.17% | 48 |
|
|
2017
Q1 | $361K | Buy |
4,311
+250
| +6% | +$18.7K | 0.07% | 74 |
|
|
2016
Q4 | $295K | Hold |
4,061
| – | – | 0.06% | 86 |
|
|
2016
Q3 | $249K | Buy |
+4,061
| New | +$252K | 0.05% | 92 |
|
Other funds holding DRI
VCM
VPM
SFMG Wealth Advisors's DRI Position: Q1 2026 in Review
SFMG Wealth Advisors increased its Darden Restaurants (DRI) stake by 0.16% in Q1 2026, buying an estimated $2.06K and bringing the position to 6,227 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #101.
SFMG Wealth Advisors first reported a position in DRI in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.46M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.
- SFMG Wealth Advisors held 6,227 shares of Darden Restaurants worth $1.22M as of Q1 2026.
- SFMG Wealth Advisors bought 10 Darden Restaurants shares in Q1 2026, an estimated $2.06K.
- Darden Restaurants made up 0.08% of SFMG Wealth Advisors's portfolio in Q1 2026, its #101 holding.
- SFMG Wealth Advisors first reported a position in Darden Restaurants in Q3 2016 and has held it in 38 quarters since.
- SFMG Wealth Advisors's Darden Restaurants position peaked at $1.46M in Q2 2025.
- 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.