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Sierra Summit Advisors’s Darden Restaurants DRI Stock Holding History

Sierra Summit Advisors’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 		$1.36M Buy
6,957
+380
+6% +$78.1K 0.2% 82
2025
Q4 		$1.21M Buy
+6,577
New +$1.2M 0.19% 71

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

Sierra Summit Advisors's DRI Position: Q1 2026 in Review

Sierra Summit Advisors increased its Darden Restaurants (DRI) stake by 5.8% in Q1 2026, buying an estimated $78.1K and bringing the position to 6,957 shares worth $1.36M. The position accounts for 0.2% of the portfolio, ranked #82.

Sierra Summit Advisors first reported a position in DRI in Q4 2025 and has held it in 2 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Sierra Summit Advisors held 6,957 shares of Darden Restaurants worth $1.36M as of Q1 2026.
  • Sierra Summit Advisors bought 380 Darden Restaurants shares in Q1 2026, an estimated $78.1K.
  • Darden Restaurants made up 0.2% of Sierra Summit Advisors's portfolio in Q1 2026, its #82 holding.
  • Sierra Summit Advisors first reported a position in Darden Restaurants in Q4 2025 and has held it in 2 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Sierra Summit Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.