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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DRI holding history

Darden Restaurants Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DRI overviewAll 13F holders of DRIFull Q2 2026 holdings

Shares (Q2 2026)
45,924
Value
$9.46M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DRI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,924$9.46M<0.1%+3,635+8.6%AddedHolders
Q1 202642,289$8.29M<0.1%+9,016+27.1%AddedHolders
Q4 202533,273$6.12M<0.1%−1,201−3.5%ReducedHolders
Q3 202534,474$6.56M<0.1%+3,424+11.0%AddedHolders
Q2 202531,050$6.77M<0.1%+690+2.3%AddedHolders
Q1 202530,360$6.31M<0.1%+10,327+51.5%AddedHolders
Q4 202420,033$3.74M<0.1%+2,507+14.3%AddedHolders
Q3 202417,526$2.88M<0.1%−2,878−14.1%ReducedHolders
Q2 202420,404$3.09M<0.1%+1,228+6.4%AddedHolders
Q1 202419,176$3.21M<0.1%+1,350+7.6%AddedHolders
Q4 202317,826$2.93M<0.1%+404+2.3%AddedHolders
Q3 202317,422$2.50M<0.1%+1,658+10.5%AddedHolders
Q2 202315,764$2.63M<0.1%+671+4.4%AddedHolders
Q1 202315,093$2.34M<0.1%+2,550+20.3%AddedHolders
Q4 202212,543$1.74M<0.1%+101+0.8%AddedHolders
Q3 202212,442$1.57M<0.1%+796+6.8%AddedHolders
Q2 202211,646$1.32M<0.1%−1,288−10.0%ReducedHolders
Q1 202212,934$1.72M<0.1%+169+1.3%AddedHolders
Q4 202112,765$1.92M<0.1%−1,486−10.4%ReducedHolders
Q3 202114,251$2.16M<0.1%+417+3.0%AddedHolders
Q2 202113,834$2.02M<0.1%−1,580−10.3%ReducedHolders
Q1 202115,414$2.19M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.