WBI Investments’s Darden Restaurants DRI Stock Holding History

WBI Investments’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	$1.42M	Buy	7,229 +5,808	+409%	+$1.19M	0.39%	56
2025 Q4	$261K	Buy	+1,421	New	+$259K	0.07%	267
2024 Q4	–	Sell	-3,330	Closed	-$547K	–	228
2024 Q3	$547K	Buy	+3,330	New	+$504K	0.13%	163
2022 Q1	–	Sell	-26,571	Closed	-$3.92M	–	194
2021 Q4	$3.92M	Buy	+26,571	New	+$3.93M	0.63%	39
2019 Q3	–	Sell	-62,746	Closed	-$7.64M	–	226
2019 Q2	$7.64M	Buy	62,746 +16,229	+35%	+$1.93M	0.67%	26
2019 Q1	$5.65M	Buy	+46,517	New	+$5.1M	0.43%	54
2018 Q3	–	Sell	-278,509	Closed	-$29.8M	–	264
2018 Q2	$29.8M	Buy	+278,509	New	+$25.5M	1.58%	18
2018 Q1	–	Sell	-397,402	Closed	-$38.2M	–	216
2017 Q4	$38.2M	Buy	+397,402	New	+$33.6M	1.76%	13
2017 Q3	–	Sell	-99,097	Closed	-$8.96M	–	310
2017 Q2	$8.96M	Sell	99,097 -2,642	-3%	-$231K	0.39%	51
2017 Q1	$8.51M	Buy	+101,739	New	+$7.62M	0.38%	56
2016 Q3	–	Sell	-902,512	Closed	-$57.2M	–	282
2016 Q2	$57.2M	Buy	+902,512	New	+$59M	2.04%	15
2016 Q1	–	Sell	-288,824	Closed	-$18.4M	–	151
2015 Q4	$18.4M	Buy	288,824 +174,368	+152%	+$10.1M	0.53%	42
2015 Q3	$7.01M	Buy	+114,456	New	+$7.26M	0.24%	67

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

WBI Investments's DRI Position: Q1 2026 in Review

WBI Investments increased its Darden Restaurants (DRI) stake by 409% in Q1 2026, buying an estimated $1.19M and bringing the position to 7,229 shares worth $1.42M. The position accounts for 0.39% of the portfolio, ranked #56.

WBI Investments first reported a position in DRI in Q3 2015 and has held it in 13 quarters since. The position peaked at $57.2M in Q2 2016. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

WBI Investments held 7,229 shares of Darden Restaurants worth $1.42M as of Q1 2026.
WBI Investments bought 5,808 Darden Restaurants shares in Q1 2026, an estimated $1.19M.
Darden Restaurants made up 0.39% of WBI Investments's portfolio in Q1 2026, its #56 holding.
WBI Investments first reported a position in Darden Restaurants in Q3 2015 and has held it in 13 quarters since.
WBI Investments's Darden Restaurants position peaked at $57.2M in Q2 2016.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.