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AE Wealth Management’s Darden Restaurants DRI Stock Holding History

AE 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 		$1.04M Buy
5,044
+1,580
+46% +$317K ﹤0.01% 899
2026
Q1 		$679K Buy
3,464
+259
+8% +$53.3K ﹤0.01% 971
2025
Q4 		$590K Sell
3,205
-1,667
-34% -$304K ﹤0.01% 980
2025
Q3 		$928K Buy
4,872
+3,027
+164% +$622K 0.01% 775
2025
Q2 		$402K Buy
+1,845
New +$383K ﹤0.01% 1003
2024
Q1 		– Sell
-3,136
Closed -$505K – 1357
2023
Q4 		$505K Sell
3,136
-1,562
-33% -$237K ﹤0.01% 1433
2023
Q3 		$673K Buy
4,698
+1,494
+47% +$237K ﹤0.01% 1246
2023
Q2 		$535K Sell
3,204
-23,929
-88% -$3.76M ﹤0.01% 1359
2023
Q1 		$4.21M Buy
27,133
+22,418
+475% +$3.32M 0.03% 548
2022
Q4 		$652K Buy
4,715
+1,272
+37% +$177K ﹤0.01% 1170
2022
Q3 		$435K Buy
3,443
+346
+11% +$43.2K ﹤0.01% 1329
2022
Q2 		$350K Sell
3,097
-872
-22% -$109K ﹤0.01% 1376
2022
Q1 		$528K Sell
3,969
-2,270
-36% -$313K ﹤0.01% 1216
2021
Q4 		$940K Sell
6,239
-414
-6% -$61.2K 0.01% 945
2021
Q3 		$1.01M Sell
6,653
-729
-10% -$107K 0.01% 867
2021
Q2 		$1.08M Sell
7,382
-78
-1% -$11K 0.01% 809
2021
Q1 		$1.06M Buy
7,460
+5,023
+206% +$661K 0.01% 749
2020
Q4 		$290K Sell
2,437
-11,415
-82% -$1.22M ﹤0.01% 1156
2020
Q3 		$1.4M Sell
13,852
-3,130
-18% -$260K 0.02% 534
2020
Q2 		$1.29M Buy
+16,982
New +$1.2M 0.02% 535
2019
Q4 		– Sell
-11,078
Closed -$1.31M – 1142
2019
Q3 		$1.31M Buy
11,078
+9,398
+559% +$1.15M 0.04% 371
2019
Q2 		$205K Sell
1,680
-964
-36% -$115K 0.01% 894
2019
Q1 		$321K Buy
2,644
+372
+16% +$40.8K 0.02% 441
2018
Q4 		$227K Buy
2,272
+256
+13% +$27.4K 0.04% 411
2018
Q3 		$224K Buy
+2,016
New +$227K 0.01% 530

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

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

AE Wealth Management increased its Darden Restaurants (DRI) stake by 46% in Q2 2026, buying an estimated $317K and bringing the position to 5,044 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #899.

AE Wealth Management first reported a position in DRI in Q3 2018 and has held it in 25 quarters since. The position peaked at $4.21M in Q1 2023. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • AE Wealth Management held 5,044 shares of Darden Restaurants worth $1.04M as of Q2 2026.
  • AE Wealth Management bought 1,580 Darden Restaurants shares in Q2 2026, an estimated $317K.
  • Darden Restaurants made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #899 holding.
  • AE Wealth Management first reported a position in Darden Restaurants in Q3 2018 and has held it in 25 quarters since.
  • AE Wealth Management's Darden Restaurants position peaked at $4.21M in Q1 2023.
  • 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.