SOA Wealth Advisors’s Darden Restaurants DRI Stock Holding History

SOA Wealth 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	$21K	Hold	107	–	–	﹤0.01%	496
2025 Q4	$19.7K	Hold	107	–	–	﹤0.01%	505
2025 Q3	$20.4K	Hold	107	–	–	﹤0.01%	514
2025 Q2	$23.3K	Hold	107	–	–	﹤0.01%	480
2025 Q1	$22.2K	Hold	107	–	–	﹤0.01%	456
2024 Q4	$20K	Hold	107	–	–	﹤0.01%	456
2024 Q3	$17.6K	Hold	107	–	–	﹤0.01%	464
2024 Q2	$16.2K	Hold	107	–	–	﹤0.01%	470
2024 Q1	$17.9K	Hold	107	–	–	﹤0.01%	459
2023 Q4	$17.6K	Hold	107	–	–	﹤0.01%	447
2023 Q3	$15.3K	Hold	107	–	–	﹤0.01%	464
2023 Q2	$17.9K	Hold	107	–	–	﹤0.01%	451
2023 Q1	$16.6K	Hold	107	–	–	﹤0.01%	455
2022 Q4	$14.8K	Hold	107	–	–	﹤0.01%	461
2022 Q3	$13K	Hold	107	–	–	﹤0.01%	464
2022 Q2	$12K	Sell	107 -1	-0.9%	-$125	﹤0.01%	464
2022 Q1	$14K	Hold	108	–	–	﹤0.01%	520
2021 Q4	$16K	Hold	108	–	–	﹤0.01%	485
2021 Q3	$16K	Hold	108	–	–	﹤0.01%	486
2021 Q2	$15K	Sell	108 -1	-0.9%	-$141	﹤0.01%	501
2021 Q1	$15K	Sell	109 -2	-2%	-$263	﹤0.01%	443
2020 Q4	$14K	Buy	+111	New	+$11.9K	﹤0.01%	456

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOA Wealth Advisors's DRI Position: Q1 2026 in Review

SOA Wealth Advisors held its Darden Restaurants (DRI) position steady in Q1 2026 at 107 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

SOA Wealth Advisors first reported a position in DRI in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.3K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

SOA Wealth Advisors held 107 shares of Darden Restaurants worth $21K as of Q1 2026.
SOA Wealth Advisors left its Darden Restaurants share count unchanged in Q1 2026.
Darden Restaurants made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #496 holding.
SOA Wealth Advisors first reported a position in Darden Restaurants in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Darden Restaurants position peaked at $23.3K in Q2 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.