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Advisor OS’s Darden Restaurants DRI Stock Holding History

Advisor OS’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 		$413K Buy
2,007
+707
+54% +$142K 0.03% 361
2026
Q1 		$255K Buy
1,300
+205
+19% +$42.2K 0.02% 476
2025
Q4 		$202K Sell
1,095
-61
-5% -$11.1K 0.02% 481
2025
Q3 		$220K Sell
1,156
-355
-23% -$73K 0.02% 431
2025
Q2 		$329K Buy
1,511
+135
+10% +$28K 0.03% 335
2025
Q1 		$286K Buy
1,376
+3
+0.2% +$579 0.03% 337
2024
Q4 		$256K Buy
1,373
+37
+3% +$6.21K 0.03% 355
2024
Q3 		$219K Buy
+1,336
New +$202K 0.02% 376
2024
Q2 		– Sell
-1,414
Closed -$236K – 396
2024
Q1 		$236K Buy
+1,414
New +$235K 0.03% 348
2023
Q3 		– Sell
-6,102
Closed -$1.02M – 294
2023
Q2 		$1.02M Sell
6,102
-3,993
-40% -$627K 0.17% 121
2023
Q1 		$1.57M Buy
10,095
+555
+6% +$82.1K 0.38% 65
2022
Q4 		$1.32M Buy
+9,540
New +$1.33M 0.35% 71

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

Advisor OS's DRI Position: Q2 2026 in Review

Advisor OS increased its Darden Restaurants (DRI) stake by 54% in Q2 2026, buying an estimated $142K and bringing the position to 2,007 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #361.

Advisor OS first reported a position in DRI in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.57M in Q1 2023. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Advisor OS held 2,007 shares of Darden Restaurants worth $413K as of Q2 2026.
  • Advisor OS bought 707 Darden Restaurants shares in Q2 2026, an estimated $142K.
  • Darden Restaurants made up 0.03% of Advisor OS's portfolio in Q2 2026, its #361 holding.
  • Advisor OS first reported a position in Darden Restaurants in Q4 2022 and has held it in 12 quarters since.
  • Advisor OS's Darden Restaurants position peaked at $1.57M in Q1 2023.
  • 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.