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SHP Wealth Management’s Darden Restaurants DRI Stock Holding History

SHP Wealth Management’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 		$62.8K Buy
321
+4
+1% +$823 ﹤0.01% 452
2025
Q4 		$58.3K Buy
+317
New +$57.8K ﹤0.01% 446

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's DRI Position: Q1 2026 in Review

SHP Wealth Management increased its Darden Restaurants (DRI) stake by 1.3% in Q1 2026, buying an estimated $823 and bringing the position to 321 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

SHP Wealth Management first reported a position in DRI in Q4 2025 and has held it in 2 quarters since. 1,031 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • SHP Wealth Management held 321 shares of Darden Restaurants worth $62.8K as of Q1 2026.
  • SHP Wealth Management bought 4 Darden Restaurants shares in Q1 2026, an estimated $823.
  • Darden Restaurants made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #452 holding.
  • SHP Wealth Management first reported a position in Darden Restaurants in Q4 2025 and has held it in 2 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.