AWM
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Activest Wealth Management’s Darden Restaurants DRI Stock Holding History

Activest 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
Q2 		$9.89K Sell
48
-16
-25% -$3.21K ﹤0.01% 583
2026
Q1 		$12.5K Buy
64
+2
+3% +$411 ﹤0.01% 632
2025
Q4 		$11.4K Buy
62
+8
+15% +$1.46K ﹤0.01% 635
2025
Q3 		$10.3K Buy
54
+2
+4% +$411 ﹤0.01% 500
2025
Q2 		$11.3K Buy
52
+5
+11% +$1.04K ﹤0.01% 406
2025
Q1 		$9.77K Buy
47
+31
+194% +$5.98K ﹤0.01% 402
2024
Q4 		$2.99K Buy
16
+1
+7% +$168 ﹤0.01% 407
2024
Q3 		$2.46K Hold
15
– – ﹤0.01% 418
2024
Q2 		$2.27K Hold
15
– – ﹤0.01% 392
2024
Q1 		$2.51K Buy
+15
New +$2.49K ﹤0.01% 296

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
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Activest Wealth Management's DRI Position: Q2 2026 in Review

Activest Wealth Management reduced its Darden Restaurants (DRI) stake by 25% in Q2 2026, selling an estimated $3.21K and leaving 48 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Activest Wealth Management first reported a position in DRI in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.5K in Q1 2026. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Activest Wealth Management held 48 shares of Darden Restaurants worth $9.89K as of Q2 2026.
  • Activest Wealth Management sold 16 Darden Restaurants shares in Q2 2026, an estimated $3.21K.
  • Darden Restaurants made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #583 holding.
  • Activest Wealth Management first reported a position in Darden Restaurants in Q1 2024 and has held it in 10 quarters since.
  • Activest Wealth Management's Darden Restaurants position peaked at $12.5K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.