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Sowell Financial Services’s Darden Restaurants DRI Stock Holding History

Sowell Financial Services’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 		$2.27M Buy
11,596
+661
+6% +$136K 0.08% 258
2025
Q4 		$2.01M Buy
10,935
+266
+2% +$48.5K 0.07% 276
2025
Q3 		$2.03M Buy
10,669
+391
+4% +$80.4K 0.08% 271
2025
Q2 		$2.24M Sell
10,278
-324
-3% -$67.2K 0.09% 229
2025
Q1 		$2.2M Buy
+10,602
New +$2.05M 0.1% 216
2024
Q3 		– Sell
-10,069
Closed -$1.52M – 545
2024
Q2 		$1.52M Sell
10,069
-100
-1% -$15.2K 0.07% 268
2024
Q1 		$1.7M Buy
+10,169
New +$1.69M 0.08% 259
2023
Q2 		– Sell
-5,467
Closed -$848K – 622
2023
Q1 		$848K Buy
+5,467
New +$809K 0.07% 328
2021
Q2 		– Sell
-8,114
Closed -$1.15M – 1090
2021
Q1 		$1.15M Sell
8,114
-262
-3% -$34.5K 0.04% 372
2020
Q4 		$998K Sell
8,376
-182
-2% -$19.5K 0.04% 330
2020
Q3 		$862K Buy
8,558
+368
+4% +$30.6K 0.04% 334
2020
Q2 		$621K Buy
8,190
+2,122
+35% +$151K 0.03% 396
2020
Q1 		$330K Buy
6,068
+157
+3% +$15.3K 0.02% 516
2019
Q4 		$644K Buy
5,911
+64
+1% +$7.26K 0.05% 373
2019
Q3 		$691K Buy
+5,847
New +$713K 0.06% 324

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

Sowell Financial Services's DRI Position: Q1 2026 in Review

Sowell Financial Services increased its Darden Restaurants (DRI) stake by 6% in Q1 2026, buying an estimated $136K and bringing the position to 11,596 shares worth $2.27M. The position accounts for 0.08% of the portfolio, ranked #258.

Sowell Financial Services first reported a position in DRI in Q3 2019 and has held it in 15 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Sowell Financial Services held 11,596 shares of Darden Restaurants worth $2.27M as of Q1 2026.
  • Sowell Financial Services bought 661 Darden Restaurants shares in Q1 2026, an estimated $136K.
  • Darden Restaurants made up 0.08% of Sowell Financial Services's portfolio in Q1 2026, its #258 holding.
  • Sowell Financial Services first reported a position in Darden Restaurants in Q3 2019 and has held it in 15 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.