Strategic Wealth Partners’s Darden Restaurants DRI Stock Holding History

Strategic Wealth Partners’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	$8.8M	Buy	44,867 +2,852	+7%	+$586K	0.61%	59
2025 Q4	$7.73M	Buy	42,015 +41,937	+53,765%	+$7.64M	0.53%	58
2025 Q3	$14.8K	Hold	78	–	–	﹤0.01%	806
2025 Q2	$17K	Buy	+78	New	+$16.2K	﹤0.01%	685
2024 Q2	–	Sell	-25,223	Closed	-$4.22M	–	293
2024 Q1	$4.22M	Buy	+25,223	New	+$4.19M	0.46%	75
2020 Q2	–	Sell	-6,274	Closed	-$684K	–	139
2020 Q1	$684K	Hold	6,274	–	–	0.36%	82
2019 Q4	$684K	Sell	6,274 -2,723	-30%	-$309K	0.36%	82
2019 Q3	$116K	Sell	8,997 -1,554	-15%	-$190K	0.6%	49
2019 Q2	$1.28M	Sell	10,551 -490	-4%	-$58.3K	0.62%	47
2019 Q1	$1.33M	Buy	11,041 +1,255	+13%	+$138K	0.61%	47
2018 Q4	$1.06M	Sell	9,786 -123	-1%	-$13.2K	0.53%	53
2018 Q3	$1.1M	Sell	9,909 -627	-6%	-$70.6K	0.59%	55
2018 Q2	$1.13M	Buy	10,536 +10,507	+36,231%	+$962K	0.65%	39
2018 Q1	$2K	Hold	29	–	–	﹤0.01%	731
2017 Q4	$3K	Buy	+29	New	+$2.45K	﹤0.01%	662

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

Strategic Wealth Partners's DRI Position: Q1 2026 in Review

Strategic Wealth Partners increased its Darden Restaurants (DRI) stake by 6.8% in Q1 2026, buying an estimated $586K and bringing the position to 44,867 shares worth $8.8M. The position accounts for 0.61% of the portfolio, ranked #59.

Strategic Wealth Partners first reported a position in DRI in Q4 2017 and has held it in 15 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Strategic Wealth Partners held 44,867 shares of Darden Restaurants worth $8.8M as of Q1 2026.
Strategic Wealth Partners bought 2,852 Darden Restaurants shares in Q1 2026, an estimated $586K.
Darden Restaurants made up 0.61% of Strategic Wealth Partners's portfolio in Q1 2026, its #59 holding.
Strategic Wealth Partners first reported a position in Darden Restaurants in Q4 2017 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 Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.