Avion Wealth’s Darden Restaurants DRI Stock Holding History

Avion 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	$103K	Buy	503 +13	+3%	+$2.6K	0.02%	173
2026 Q1	$96K	Hold	490	–	–	0.02%	151
2025 Q4	$90K	Sell	490 -4	-0.8%	-$729	0.02%	155
2025 Q3	$94K	Sell	494 -4	-0.8%	-$822	0.02%	159
2025 Q2	$108K	Buy	498 +8	+2%	+$1.66K	0.02%	138
2025 Q1	$91K	Hold	490	–	–	0.02%	140
2024 Q4	$91K	Buy	490 +3	+0.6%	+$503	0.02%	140
2024 Q3	$79K	Sell	487 -6	-1%	-$908	0.02%	138
2024 Q2	$74K	Buy	493 +6	+1%	+$913	0.02%	134
2024 Q1	$82K	Hold	487	–	–	0.02%	131
2023 Q4	$80K	Sell	487 -6	-1%	-$908	0.02%	127
2023 Q3	$70K	Buy	493 +12	+2%	+$1.9K	0.02%	129
2023 Q2	$79K	Sell	481 -1	-0.2%	-$157	0.02%	127
2023 Q1	$66K	Buy	482 +7	+1%	+$1.04K	0.02%	128
2022 Q4	$60K	Hold	475	–	–	0.02%	131
2022 Q3	$60K	Hold	475	–	–	0.02%	131
2022 Q2	$54K	Hold	475	–	–	0.02%	135
2022 Q1	$63K	Hold	475	–	–	0.02%	115
2021 Q4	$72K	Hold	475	–	–	0.02%	106
2021 Q3	$72K	Hold	475	–	–	0.02%	103
2021 Q2	$69K	Hold	475	–	–	0.02%	110
2021 Q1	$67K	Hold	475	–	–	0.02%	103
2020 Q4	$57K	Hold	475	–	–	0.02%	117
2020 Q3	$48K	Hold	475	–	–	0.02%	93
2020 Q2	$36K	Hold	475	–	–	0.01%	106
2020 Q1	$26K	Buy	+475	New	+$46.2K	0.01%	113

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

Avion Wealth's DRI Position: Q2 2026 in Review

Avion Wealth increased its Darden Restaurants (DRI) stake by 2.7% in Q2 2026, buying an estimated $2.6K and bringing the position to 503 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #173.

Avion Wealth first reported a position in DRI in Q1 2020 and has held it in 26 quarters since. The position peaked at $108K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Avion Wealth held 503 shares of Darden Restaurants worth $103K as of Q2 2026.
Avion Wealth bought 13 Darden Restaurants shares in Q2 2026, an estimated $2.6K.
Darden Restaurants made up 0.02% of Avion Wealth's portfolio in Q2 2026, its #173 holding.
Avion Wealth first reported a position in Darden Restaurants in Q1 2020 and has held it in 26 quarters since.
Avion Wealth's Darden Restaurants position peaked at $108K in Q2 2025.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.