AWE
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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
Q2 		$441K Buy
2,140
+42
+2% +$8.41K 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

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

Avidian Wealth Enterprises's DRI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Darden Restaurants (DRI) stake by 2% in Q2 2026, buying an estimated $8.41K and bringing the position to 2,140 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #505.

Avidian Wealth Enterprises first reported a position in DRI in Q4 2024 and has held it in 7 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Avidian Wealth Enterprises held 2,140 shares of Darden Restaurants worth $441K as of Q2 2026.
  • Avidian Wealth Enterprises bought 42 Darden Restaurants shares in Q2 2026, an estimated $8.41K.
  • Darden Restaurants made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #505 holding.
  • Avidian Wealth Enterprises first reported a position in Darden Restaurants in Q4 2024 and has held it in 7 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.