Avidian Wealth Enterprises’s Darden Restaurants DRI Stock Holding History

Avidian Wealth Enterprises’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 Q3	$430K	Buy	2,227 +87	+4%	+$18.2K	0.01%	517
2026 Q2	$441K	Buy	2,140 +42	+2%	+$8.42K	0.01%	505
2026 Q1	$411K	Buy	2,098 +360	+21%	+$74K	0.01%	476
2025 Q4	$320K	Buy	1,738 +91	+6%	+$16.6K	0.01%	462
2025 Q3	$314K	Buy	1,647 +107	+7%	+$22K	0.01%	460
2025 Q2	$336K	Buy	1,540 +54	+4%	+$11.2K	0.01%	417
2025 Q1	$309K	Buy	1,486 +41	+3%	+$7.91K	0.01%	412
2024 Q4	$270K	Buy	+1,445	New	+$242K	0.01%	424

Other funds holding DRI

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Avidian Wealth Enterprises's DRI Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Darden Restaurants (DRI) stake by 4.1% in Q3 2026, buying an estimated $18.2K and bringing the position to 2,227 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #517.

Avidian Wealth Enterprises first reported a position in DRI in Q4 2024 and has held it in 8 quarters since. The position peaked at $441K in Q2 2026. 317 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

Avidian Wealth Enterprises held 2,227 shares of Darden Restaurants worth $430K as of Q3 2026.
Avidian Wealth Enterprises bought 87 Darden Restaurants shares in Q3 2026, an estimated $18.2K.
Darden Restaurants made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #517 holding.
Avidian Wealth Enterprises first reported a position in Darden Restaurants in Q4 2024 and has held it in 8 quarters since.
Avidian Wealth Enterprises's Darden Restaurants position peaked at $441K in Q2 2026.
317 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.