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Axxcess Wealth Management’s Darden Restaurants DRI Stock Holding History

Axxcess Wealth Management’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 		$292K Buy
+1,416
New +$284K ﹤0.01% 863
2022
Q2 		– Sell
-1,618
Closed -$215K – 569
2022
Q1 		$215K Sell
1,618
-300
-16% -$41.4K 0.02% 565
2021
Q4 		$289K Buy
+1,918
New +$284K 0.02% 479

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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

Axxcess Wealth Management's DRI Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 1,416 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DRI as recently as Q1 2022.

Axxcess Wealth Management first reported a position in DRI in Q4 2021 and has held it in 3 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Axxcess Wealth Management held 1,416 shares of Darden Restaurants worth $292K as of Q2 2026.
  • Darden Restaurants was a new Axxcess Wealth Management position in Q2 2026.
  • Darden Restaurants made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #863 holding.
  • Axxcess Wealth Management first reported a position in Darden Restaurants in Q4 2021 and has held it in 3 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.