SW
DRI icon

Simplicity Wealth’s Darden Restaurants DRI Stock Holding History

Simplicity Wealth’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 		– Sell
-1,088
Closed -$200K – 769
2025
Q4 		$200K Buy
+1,088
New +$198K 0.01% 680
2024
Q3 		– Sell
-3,775
Closed -$571K – 682
2024
Q2 		$571K Sell
3,775
-84
-2% -$12.8K 0.01% 702
2024
Q1 		$645K Buy
+3,859
New +$640K 0.02% 648

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

Simplicity Wealth's DRI Position: Q1 2026 in Review

Simplicity Wealth sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 1,088 shares — an estimated $200K sold.

Simplicity Wealth first reported a position in DRI in Q1 2024 and held it in 3 quarters. The position peaked at $645K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Simplicity Wealth reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 1,088 Darden Restaurants shares in Q1 2026, an estimated $200K.
  • Simplicity Wealth first reported a position in Darden Restaurants in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's Darden Restaurants position peaked at $645K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.