Wealthspire Advisors (New York)’s Darden Restaurants DRI Stock Holding History

Wealthspire Advisors (New York)’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	-1,291	Closed	-$238K	–	982
2025 Q4	$238K	Buy	1,291 +819	+174%	+$149K	﹤0.01%	900
2025 Q3	$89.9K	Buy	+472	New	+$97K	﹤0.01%	1040
2021 Q2	–	Sell	-1,586	Closed	-$225K	–	456
2021 Q1	$225K	Buy	+1,586	New	+$209K	0.01%	639
2019 Q1	–	Sell	-81	Closed	-$8K	–	245
2018 Q4	$8K	Buy	+81	New	+$8.66K	﹤0.01%	551

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s DRI Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 1,291 shares — an estimated $238K sold.

Wealthspire Advisors (New York) first reported a position in DRI in Q4 2018 and held it in 4 quarters. The position peaked at $238K in Q4 2025. 1,030 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,291 Darden Restaurants shares in Q1 2026, an estimated $238K.
Wealthspire Advisors (New York) first reported a position in Darden Restaurants in Q4 2018 and held it in 4 quarters.
Wealthspire Advisors (New York)'s Darden Restaurants position peaked at $238K in Q4 2025.
1,030 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.