Planning Strategies Inc.’s Darden Restaurants DRI Stock Holding History

Planning Strategies Inc.’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 Q2	$206	Buy	+1	New	+$200	﹤0.01%	984

Other funds holding DRI

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Planning Strategies Inc.'s DRI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Darden Restaurants (DRI) in Q2 2026: 1 share worth $206. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings.

355 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Planning Strategies Inc. held 1 share of Darden Restaurants worth $206 as of Q2 2026.
Darden Restaurants was a new Planning Strategies Inc. position in Q2 2026.
Darden Restaurants made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #984 holding.
355 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.