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Advocate Investing Services’s Darden Restaurants DRI Stock Holding History

Advocate Investing Services’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 		$4.12K Hold
20
– – ﹤0.01% 344
2026
Q1 		$3.92K Hold
20
– – ﹤0.01% 320
2025
Q4 		$3.68K Buy
+20
New +$3.65K ﹤0.01% 303

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State Street
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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

Advocate Investing Services's DRI Position: Q2 2026 in Review

Advocate Investing Services held its Darden Restaurants (DRI) position steady in Q2 2026 at 20 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Advocate Investing Services first reported a position in DRI in Q4 2025 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Advocate Investing Services held 20 shares of Darden Restaurants worth $4.12K as of Q2 2026.
  • Advocate Investing Services left its Darden Restaurants share count unchanged in Q2 2026.
  • Darden Restaurants made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #344 holding.
  • Advocate Investing Services first reported a position in Darden Restaurants in Q4 2025 and has held it in 3 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.