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AA Financial Advisors’s Darden Restaurants DRI Stock Holding History

AA Financial 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
Q2 		$271K Sell
1,315
-104
-7% -$20.8K 0.03% 198
2026
Q1 		$278K Sell
1,419
-55
-4% -$11.3K 0.04% 186
2025
Q4 		$271K Buy
1,474
+89
+6% +$16.2K 0.05% 177
2025
Q3 		$264K Sell
1,385
-15
-1% -$3.08K 0.05% 166
2025
Q2 		$305K Hold
1,400
– – 0.07% 148
2025
Q1 		$291K Buy
1,400
+93
+7% +$17.9K 0.07% 136
2024
Q4 		$244K Hold
1,307
– – 0.07% 152
2024
Q3 		$215K Buy
+1,307
New +$198K 0.06% 160
2024
Q2 		– Sell
-1,332
Closed -$223K – 163
2024
Q1 		$223K Buy
+1,332
New +$221K 0.09% 147

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AA Financial Advisors's DRI Position: Q2 2026 in Review

AA Financial Advisors reduced its Darden Restaurants (DRI) stake by 7.3% in Q2 2026, selling an estimated $20.8K and leaving 1,315 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #198.

AA Financial Advisors first reported a position in DRI in Q1 2024 and has held it in 9 quarters since. The position peaked at $305K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • AA Financial Advisors held 1,315 shares of Darden Restaurants worth $271K as of Q2 2026.
  • AA Financial Advisors sold 104 Darden Restaurants shares in Q2 2026, an estimated $20.8K.
  • Darden Restaurants made up 0.03% of AA Financial Advisors's portfolio in Q2 2026, its #198 holding.
  • AA Financial Advisors first reported a position in Darden Restaurants in Q1 2024 and has held it in 9 quarters since.
  • AA Financial Advisors's Darden Restaurants position peaked at $305K in Q2 2025.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.