AAS
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Avantax Advisory Services’s Darden Restaurants DRI Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$2.69M Buy
12,327
+1,708
+16% +$354K 0.01% 666
2025
Q1 		$2.21M Buy
10,619
+1,527
+17% +$295K 0.01% 696
2024
Q4 		$1.7M Buy
9,092
+191
+2% +$32K 0.01% 790
2024
Q3 		$1.46M Buy
8,901
+73
+0.8% +$11.1K 0.01% 828
2024
Q2 		$1.34M Buy
8,828
+5,104
+137% +$777K 0.01% 829
2024
Q1 		$622K Sell
3,724
-293
-7% -$48.6K 0.01% 944
2023
Q4 		$660K Sell
4,017
-95
-2% -$14.4K 0.01% 869
2023
Q3 		$589K Sell
4,112
-69
-2% -$10.9K 0.01% 878
2023
Q2 		$699K Sell
4,181
-172
-4% -$27K 0.01% 813
2023
Q1 		$675K Sell
4,353
-311
-7% -$46K 0.01% 799
2022
Q4 		$645K Sell
4,664
-318
-6% -$44.4K 0.01% 765
2022
Q3 		$629K Buy
4,982
+1,144
+30% +$143K 0.01% 684
2022
Q2 		$434K Buy
3,838
+341
+10% +$42.6K 0.01% 844
2022
Q1 		$463K Buy
3,497
+823
+31% +$114K 0.01% 813
2021
Q4 		$403K Buy
2,674
+59
+2% +$8.72K 0.01% 838
2021
Q3 		$394K Buy
2,615
+1,004
+62% +$148K 0.01% 805
2021
Q2 		$236K Buy
1,611
+59
+4% +$8.3K ﹤0.01% 1000
2021
Q1 		$220K Sell
1,552
-254
-14% -$33.4K ﹤0.01% 935
2020
Q4 		$216K Sell
1,806
-4,010
-69% -$429K 0.01% 853
2020
Q3 		$585K Buy
+5,816
New +$483K 0.01% 740
2020
Q1 		– Sell
-2,290
Closed -$249K – 823
2019
Q4 		$249K Buy
+2,290
New +$260K 0.01% 697

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's DRI Position: Q2 2025 in Review

Avantax Advisory Services increased its Darden Restaurants (DRI) stake by 16% in Q2 2025, buying an estimated $354K and bringing the position to 12,327 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #666.

Avantax Advisory Services first reported a position in DRI in Q4 2019 and has held it in 21 quarters since. 1,058 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Avantax Advisory Services held 12,327 shares of Darden Restaurants worth $2.69M as of Q2 2025.
  • Avantax Advisory Services bought 1,708 Darden Restaurants shares in Q2 2025, an estimated $354K.
  • Darden Restaurants made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #666 holding.
  • Avantax Advisory Services first reported a position in Darden Restaurants in Q4 2019 and has held it in 21 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.