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Wealth Preservation Advisors’s Darden Restaurants DRI Stock Holding History

Wealth Preservation 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 		$33.5K Sell
171
-262
-61% -$53.9K 0.03% 233
2025
Q4 		$79.7K Hold
433
– – 0.04% 157
2025
Q3 		$82.4K Hold
433
– – 0.05% 146
2025
Q2 		$94.4K Hold
433
– – 0.06% 138
2025
Q1 		$90K Buy
+433
New +$83.6K 0.06% 128

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

Wealth Preservation Advisors's DRI Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Darden Restaurants (DRI) stake by 61% in Q1 2026, selling an estimated $53.9K and leaving 171 shares worth $33.5K. The position accounts for 0.03% of the portfolio, ranked #233.

Wealth Preservation Advisors first reported a position in DRI in Q1 2025 and has held it in 5 quarters since. The position peaked at $94.4K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Wealth Preservation Advisors held 171 shares of Darden Restaurants worth $33.5K as of Q1 2026.
  • Wealth Preservation Advisors sold 262 Darden Restaurants shares in Q1 2026, an estimated $53.9K.
  • Darden Restaurants made up 0.03% of Wealth Preservation Advisors's portfolio in Q1 2026, its #233 holding.
  • Wealth Preservation Advisors first reported a position in Darden Restaurants in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Darden Restaurants position peaked at $94.4K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.