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United Financial Planning Group’s Darden Restaurants DRI Stock Holding History

United Financial Planning Group’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
-16
Closed -$2.94K – 514
2025
Q4 		$2.94K Buy
+16
New +$2.92K ﹤0.01% 312

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Geode Capital Management
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Charles Schwab
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Financial Planning Group's DRI Position: Q1 2026 in Review

United Financial Planning Group sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 16 shares — an estimated $2.94K sold.

United Financial Planning Group first reported a position in DRI in Q4 2025 and held it in 1 quarter. The position peaked at $2.94K in Q4 2025. 1,034 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • United Financial Planning Group reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 16 Darden Restaurants shares in Q1 2026, an estimated $2.94K.
  • United Financial Planning Group first reported a position in Darden Restaurants in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Darden Restaurants position peaked at $2.94K in Q4 2025.
  • 1,034 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.