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Arkadios Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Arkadios Wealth Advisors’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 		$8.94M Buy
43,419
+4,181
+11% +$838K 0.14% 166
2026
Q1 		$7.69M Buy
39,238
+1,616
+4% +$332K 0.13% 187
2025
Q4 		$6.92M Buy
37,622
+3,296
+10% +$601K 0.13% 168
2025
Q3 		$6.53M Buy
34,326
+2,044
+6% +$420K 0.16% 151
2025
Q2 		$7.04M Buy
32,282
+2,596
+9% +$539K 0.21% 109
2025
Q1 		$6.17M Buy
29,686
+382
+1% +$73.7K 0.23% 95
2024
Q4 		$5.47M Buy
29,304
+3,911
+15% +$656K 0.3% 67
2024
Q3 		$4.17M Buy
25,393
+1,673
+7% +$253K 0.24% 98
2024
Q2 		$3.59M Buy
+23,720
New +$3.61M 0.24% 88
2021
Q4 		– Sell
-502
Closed -$76K – 875
2021
Q3 		$76K Buy
502
+8
+2% +$1.18K 0.01% 757
2021
Q2 		$72K Buy
494
+242
+96% +$34.1K 0.01% 813
2021
Q1 		$35K Buy
252
+11
+5% +$1.45K 0.01% 796
2020
Q4 		$28K Buy
241
+45
+23% +$4.82K 0.01% 669
2020
Q3 		$19.4K Sell
196
-199
-50% -$16.5K 0.01% 610
2020
Q2 		$28.8K Sell
395
-261
-40% -$18.5K 0.02% 475
2020
Q1 		$35.7K Sell
656
-140
-18% -$13.6K 0.02% 389
2019
Q4 		$97.4K Buy
+796
New +$90.4K 0.06% 232

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

Arkadios Wealth Advisors's DRI Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Darden Restaurants (DRI) stake by 11% in Q2 2026, buying an estimated $838K and bringing the position to 43,419 shares worth $8.94M. The position accounts for 0.14% of the portfolio, ranked #166.

Arkadios Wealth Advisors first reported a position in DRI in Q4 2019 and has held it in 17 quarters since. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Arkadios Wealth Advisors held 43,419 shares of Darden Restaurants worth $8.94M as of Q2 2026.
  • Arkadios Wealth Advisors bought 4,181 Darden Restaurants shares in Q2 2026, an estimated $838K.
  • Darden Restaurants made up 0.14% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Arkadios Wealth Advisors first reported a position in Darden Restaurants in Q4 2019 and has held it in 17 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.