SVB Wealth’s Darden Restaurants DRI Stock Holding History

SVB 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	-1,141	Closed	-$210K	–	392
2025 Q4	$210K	Sell	1,141 -241	-17%	-$43.9K	0.01%	384
2025 Q3	$263K	Sell	1,382 -13	-0.9%	-$2.67K	0.01%	372
2025 Q2	$304K	Buy	+1,395	New	+$290K	0.02%	364
2025 Q1	–	Sell	-1,862	Closed	-$348K	–	1560
2024 Q4	$348K	Buy	+1,862	New	+$312K	0.01%	511
2024 Q1	–	Sell	-1,223	Closed	-$201K	–	871
2023 Q4	$201K	Buy	+1,223	New	+$185K	﹤0.01%	774
2022 Q4	–	Sell	-2,405	Closed	-$304K	–	1058
2022 Q3	$304K	Buy	+2,405	New	+$301K	﹤0.01%	688
2015 Q4	–	Sell	-5,818	Closed	-$356K	–	551
2015 Q3	$356K	Sell	5,818 -10,995	-65%	-$698K	0.01%	452
2015 Q2	$1.07M	Sell	16,813 -3,667	-18%	-$217K	0.04%	312
2015 Q1	$1.27M	Sell	20,480 -83,302	-80%	-$4.66M	0.04%	291
2014 Q4	$5.44M	Buy	+103,782	New	+$5.03M	0.18%	141

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

SVB Wealth's DRI Position: Q1 2026 in Review

SVB Wealth sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 1,141 shares — an estimated $210K sold.

SVB Wealth first reported a position in DRI in Q4 2014 and held it in 10 quarters. The position peaked at $5.44M in Q4 2014. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

SVB Wealth reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
SVB Wealth sold 1,141 Darden Restaurants shares in Q1 2026, an estimated $210K.
SVB Wealth first reported a position in Darden Restaurants in Q4 2014 and held it in 10 quarters.
SVB Wealth's Darden Restaurants position peaked at $5.44M in Q4 2014.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on SVB Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.