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Sound View Wealth Advisors Group’s Darden Restaurants DRI Stock Holding History

Sound View Wealth Advisors Group’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 		$453K Sell
2,309
-27
-1% -$5.55K 0.03% 283
2025
Q4 		$430K Sell
2,336
-105
-4% -$19.1K 0.03% 294
2025
Q3 		$465K Buy
2,441
+3
+0.1% +$617 0.03% 279
2025
Q2 		$531K Sell
2,438
-173
-7% -$35.9K 0.04% 256
2025
Q1 		$542K Sell
2,611
-30
-1% -$5.79K 0.04% 245
2024
Q4 		$493K Hold
2,641
– – 0.04% 264
2024
Q3 		$433K Buy
2,641
+108
+4% +$16.3K 0.04% 278
2024
Q2 		$383K Sell
2,533
-102
-4% -$15.5K 0.04% 266
2024
Q1 		$440K Sell
2,635
-62
-2% -$10.3K 0.05% 253
2023
Q4 		$443K Sell
2,697
-74
-3% -$11.2K 0.05% 247
2023
Q3 		$397K Buy
2,771
+263
+10% +$41.7K 0.05% 249
2023
Q2 		$419K Sell
2,508
-234
-9% -$36.8K 0.05% 241
2023
Q1 		$425K Buy
2,742
+45
+2% +$6.66K 0.06% 236
2022
Q4 		$443K Buy
2,697
+992
+58% +$138K 0.05% 247
2022
Q3 		$215K Buy
+1,705
New +$213K 0.05% 251
2022
Q2 		– Sell
-1,705
Closed -$227K – 284
2022
Q1 		$227K Hold
1,705
– – 0.04% 272
2021
Q4 		$257K Hold
1,705
– – 0.05% 262
2021
Q3 		$258K Hold
1,705
– – 0.05% 249
2021
Q2 		$249K Hold
1,705
– – 0.05% 253
2021
Q1 		$242K Hold
1,705
– – 0.06% 243
2020
Q4 		$203K Buy
+1,705
New +$183K 0.05% 245

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

Sound View Wealth Advisors Group's DRI Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Darden Restaurants (DRI) stake by 1.2% in Q1 2026, selling an estimated $5.55K and leaving 2,309 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #283.

Sound View Wealth Advisors Group first reported a position in DRI in Q4 2020 and has held it in 21 quarters since. The position peaked at $542K in Q1 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,309 shares of Darden Restaurants worth $453K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 27 Darden Restaurants shares in Q1 2026, an estimated $5.55K.
  • Darden Restaurants made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #283 holding.
  • Sound View Wealth Advisors Group first reported a position in Darden Restaurants in Q4 2020 and has held it in 21 quarters since.
  • Sound View Wealth Advisors Group's Darden Restaurants position peaked at $542K in Q1 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.