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Advyzon Investment Management’s Darden Restaurants DRI Stock Holding History

Advyzon Investment 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 		$467K Sell
2,268
-218
-9% -$43.7K 0.03% 501
2026
Q1 		$487K Buy
+2,486
New +$511K 0.04% 412

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State Street
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Wellington Management Group
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Raymond James Financial
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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

Advyzon Investment Management's DRI Position: Q2 2026 in Review

Advyzon Investment Management reduced its Darden Restaurants (DRI) stake by 8.8% in Q2 2026, selling an estimated $43.7K and leaving 2,268 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #501.

Advyzon Investment Management first reported a position in DRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $487K in Q1 2026. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Advyzon Investment Management held 2,268 shares of Darden Restaurants worth $467K as of Q2 2026.
  • Advyzon Investment Management sold 218 Darden Restaurants shares in Q2 2026, an estimated $43.7K.
  • Darden Restaurants made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #501 holding.
  • Advyzon Investment Management first reported a position in Darden Restaurants in Q1 2026 and has held it in 2 quarters since.
  • Advyzon Investment Management's Darden Restaurants position peaked at $487K in Q1 2026.
  • 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.