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Twin Peaks Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Twin Peaks Wealth Advisors’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 		$23.1K Buy
+118
New +$24.3K 0.01% 660
2025
Q3 		– Sell
-125
Closed -$25.6K – 679
2025
Q2 		$25.6K Buy
+125
New +$25.9K 0.01% 515

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

Twin Peaks Wealth Advisors's DRI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Darden Restaurants (DRI) in Q1 2026: 118 shares worth $23.1K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DRI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DRI in Q2 2025 and has held it in 2 quarters since. The position peaked at $25.6K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 118 shares of Darden Restaurants worth $23.1K as of Q1 2026.
  • Darden Restaurants was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Darden Restaurants made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #660 holding.
  • Twin Peaks Wealth Advisors first reported a position in Darden Restaurants in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Darden Restaurants position peaked at $25.6K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.