Western Wealth Management’s Darden Restaurants DRI Stock Holding History

Western Wealth Management’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	$425K	Hold	2,170	–	–	0.02%	686
2025 Q4	$399K	Sell	2,170 -7,299	-77%	-$1.33M	0.02%	577
2025 Q3	$1.8M	Buy	9,469 +83	+0.9%	+$17.1K	0.1%	206
2025 Q2	$2.05M	Sell	9,386 -1	-0%	-$208	0.12%	164
2025 Q1	$1.95M	Sell	9,387 -43	-0.5%	-$8.3K	0.13%	158
2024 Q4	$1.76M	Sell	9,430 -4	-0%	-$671	0.11%	168
2024 Q3	$1.55M	Sell	9,434 -21	-0.2%	-$3.18K	0.09%	233
2024 Q2	$1.43M	Sell	9,455 -36	-0.4%	-$5.48K	0.11%	170
2024 Q1	$1.59M	Buy	9,491 +17	+0.2%	+$2.82K	0.12%	160
2023 Q4	$1.56M	Buy	9,474 +22	+0.2%	+$3.33K	0.11%	187
2023 Q3	$1.35M	Buy	+9,452	New	+$1.5M	0.11%	184

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

Western Wealth Management's DRI Position: Q1 2026 in Review

Western Wealth Management held its Darden Restaurants (DRI) position steady in Q1 2026 at 2,170 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #686.

Western Wealth Management first reported a position in DRI in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Western Wealth Management held 2,170 shares of Darden Restaurants worth $425K as of Q1 2026.
Western Wealth Management left its Darden Restaurants share count unchanged in Q1 2026.
Darden Restaurants made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #686 holding.
Western Wealth Management first reported a position in Darden Restaurants in Q3 2023 and has held it in 11 quarters since.
Western Wealth Management's Darden Restaurants position peaked at $2.05M in Q2 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.