True Wealth Design
DRI icon

True Wealth Design’s Darden Restaurants DRI Stock Holding History

True Wealth Design’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
Q3 		$44.6K Buy
231
+6
+3% +$1.25K 0.01% 550
2026
Q2 		$46.4K Buy
225
+75
+50% +$15K 0.01% 516
2026
Q1 		$29.4K Buy
150
+68
+83% +$14K 0.01% 563
2025
Q4 		$15.1K Sell
82
-16
-16% -$2.92K ﹤0.01% 706
2025
Q3 		$18.7K Sell
98
-37
-27% -$7.61K 0.01% 643
2025
Q2 		$29.4K Buy
135
+109
+419% +$22.6K 0.01% 300
2025
Q1 		$5.4K Buy
26
+17
+189% +$3.28K ﹤0.01% 659
2024
Q4 		$1.68K Buy
9
+2
+29% +$335 ﹤0.01% 786
2024
Q3 		$1.15K Buy
7
+1
+17% +$151 ﹤0.01% 939
2024
Q2 		$908 Buy
6
+1
+20% +$152 ﹤0.01% 531
2024
Q1 		$836 Buy
5
+2
+67% +$332 ﹤0.01% 502
2023
Q4 		$493 Hold
3
– – ﹤0.01% 476
2023
Q3 		$430 Hold
3
– – ﹤0.01% 456
2023
Q2 		$502 Hold
3
– – ﹤0.01% 440
2023
Q1 		$466 Hold
3
– – ﹤0.01% 540
2022
Q4 		$415 Buy
+3
New +$418 ﹤0.01% 502

Other funds holding DRI

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

True Wealth Design's DRI Position: Q3 2026 in Review

True Wealth Design increased its Darden Restaurants (DRI) stake by 2.7% in Q3 2026, buying an estimated $1.25K and bringing the position to 231 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #550.

True Wealth Design first reported a position in DRI in Q4 2022 and has held it in 16 quarters since. The position peaked at $46.4K in Q2 2026. 209 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • True Wealth Design held 231 shares of Darden Restaurants worth $44.6K as of Q3 2026.
  • True Wealth Design bought 6 Darden Restaurants shares in Q3 2026, an estimated $1.25K.
  • Darden Restaurants made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #550 holding.
  • True Wealth Design first reported a position in Darden Restaurants in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Darden Restaurants position peaked at $46.4K in Q2 2026.
  • 209 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.