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Aventura Private Wealth’s Darden Restaurants DRI Stock Holding History

Aventura Private Wealth’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 		$83K Sell
403
-52
-11% -$10.4K 0.03% 275
2026
Q1 		$89.2K Buy
+455
New +$93.6K 0.03% 240
2025
Q3 		– Sell
-50
Closed -$10.9K – 825
2025
Q2 		$10.9K Buy
+50
New +$10.4K ﹤0.01% 451

Other funds holding DRI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aventura Private Wealth's DRI Position: Q2 2026 in Review

Aventura Private Wealth reduced its Darden Restaurants (DRI) stake by 11% in Q2 2026, selling an estimated $10.4K and leaving 403 shares worth $83K. The position accounts for 0.03% of the portfolio, ranked #275.

Aventura Private Wealth first reported a position in DRI in Q2 2025 and has held it in 3 quarters since. The position peaked at $89.2K in Q1 2026. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Aventura Private Wealth held 403 shares of Darden Restaurants worth $83K as of Q2 2026.
  • Aventura Private Wealth sold 52 Darden Restaurants shares in Q2 2026, an estimated $10.4K.
  • Darden Restaurants made up 0.03% of Aventura Private Wealth's portfolio in Q2 2026, its #275 holding.
  • Aventura Private Wealth first reported a position in Darden Restaurants in Q2 2025 and has held it in 3 quarters since.
  • Aventura Private Wealth's Darden Restaurants position peaked at $89.2K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.