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Aegis Wealth Management (Maryland)’s Darden Restaurants DRI Stock Holding History

Aegis Wealth Management (Maryland)’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 		$299K Sell
1,451
-3
-0.2% -$601 0.14% 129
2026
Q1 		$285K Sell
1,454
-85
-6% -$17.5K 0.16% 100
2025
Q4 		$283K Sell
1,539
-88
-5% -$16K 0.16% 101
2025
Q3 		$310K Sell
1,627
-77
-5% -$15.8K 0.17% 92
2025
Q2 		$354K Hold
1,704
– – 0.21% 75
2025
Q1 		$354K Sell
1,704
-20
-1% -$3.86K 0.21% 79
2024
Q4 		$322K Buy
+1,724
New +$289K 0.22% 76

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

Aegis Wealth Management (Maryland)'s DRI Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Darden Restaurants (DRI) stake by 0.21% in Q2 2026, selling an estimated $601 and leaving 1,451 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #129.

Aegis Wealth Management (Maryland) first reported a position in DRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q2 2025. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 1,451 shares of Darden Restaurants worth $299K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 3 Darden Restaurants shares in Q2 2026, an estimated $601.
  • Darden Restaurants made up 0.14% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #129 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Darden Restaurants in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s Darden Restaurants position peaked at $354K in Q2 2025.
  • 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.