Atlantic Edge Private Wealth Management’s Darden Restaurants DRI Stock Holding History

Atlantic Edge Private 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	$3.06M	Buy	14,848 +290	+2%	+$58.1K	0.63%	37
2026 Q1	$2.85M	Buy	14,558 +5,853	+67%	+$1.2M	0.7%	34
2025 Q4	$1.6M	Sell	8,705 -2,931	-25%	-$534K	0.4%	54
2025 Q3	$2.22M	Buy	11,636 +45	+0.4%	+$9.25K	0.57%	45
2025 Q2	$2.53M	Sell	11,591 -469	-4%	-$97.3K	0.69%	41
2025 Q1	$2.51M	Buy	12,060 +80	+0.7%	+$15.4K	0.77%	35
2024 Q4	$2.24M	Sell	11,980 -94	-0.8%	-$15.8K	0.69%	38
2024 Q3	$1.98M	Buy	12,074 +421	+4%	+$63.7K	0.6%	43
2024 Q2	$1.76M	Sell	11,653 -67	-0.6%	-$10.2K	0.59%	42
2024 Q1	$1.96M	Buy	11,720 +590	+5%	+$97.9K	0.67%	39
2023 Q4	$1.83M	Buy	+11,130	New	+$1.69M	0.74%	36

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atlantic Edge Private Wealth Management's DRI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Darden Restaurants (DRI) stake by 2% in Q2 2026, buying an estimated $58.1K and bringing the position to 14,848 shares worth $3.06M. The position accounts for 0.63% of the portfolio, ranked #37.

Atlantic Edge Private Wealth Management first reported a position in DRI in Q4 2023 and has held it in 11 quarters since. 1,084 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Atlantic Edge Private Wealth Management held 14,848 shares of Darden Restaurants worth $3.06M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 290 Darden Restaurants shares in Q2 2026, an estimated $58.1K.
Darden Restaurants made up 0.63% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #37 holding.
Atlantic Edge Private Wealth Management first reported a position in Darden Restaurants in Q4 2023 and has held it in 11 quarters since.
1,084 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.