Bartlett & Co Wealth Management’s Darden Restaurants DRI Stock Holding History

Bartlett & Co 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	$169K	Buy	821 +6	+0.7%	+$1.2K	﹤0.01%	519
2026 Q1	$157K	Hold	815	–	–	﹤0.01%	494
2025 Q4	$150K	Sell	815 -183	-18%	-$33.4K	﹤0.01%	492
2025 Q3	$190K	Sell	998 -18	-2%	-$3.7K	﹤0.01%	457
2025 Q2	$222K	Buy	1,016 +217	+27%	+$45K	﹤0.01%	431
2025 Q1	$166K	Sell	799 -163	-17%	-$31.5K	﹤0.01%	467
2024 Q4	$180K	Hold	962	–	–	﹤0.01%	458
2024 Q3	$158K	Hold	962	–	–	﹤0.01%	482
2024 Q2	$146K	Hold	962	–	–	﹤0.01%	482
2024 Q1	$161K	Hold	962	–	–	﹤0.01%	486
2023 Q4	$158K	Hold	962	–	–	﹤0.01%	504
2023 Q3	$138K	Hold	962	–	–	﹤0.01%	498
2023 Q2	$161K	Hold	962	–	–	﹤0.01%	485
2023 Q1	$149K	Hold	962	–	–	﹤0.01%	415
2022 Q4	$133K	Hold	962	–	–	﹤0.01%	434
2022 Q3	$122K	Sell	962 -14	-1%	-$1.75K	﹤0.01%	436
2022 Q2	$110K	Buy	976 +14	+1%	+$1.75K	﹤0.01%	450
2022 Q1	$128K	Buy	+962	New	+$133K	﹤0.01%	443
2021 Q4	–	Sell	-962	Closed	-$146K	–	521
2021 Q3	$146K	Sell	962 -3	-0.3%	-$441	﹤0.01%	360
2021 Q2	$141K	Sell	965 -100	-9%	-$14.1K	﹤0.01%	361
2021 Q1	$151K	Buy	1,065 +64	+6%	+$8.42K	﹤0.01%	352
2020 Q4	$119K	Buy	1,001 +3	+0.3%	+$321	﹤0.01%	386
2020 Q3	$101K	Hold	998	–	–	﹤0.01%	384
2020 Q2	$75.6K	Hold	998	–	–	﹤0.01%	421
2020 Q1	$54.4K	Hold	998	–	–	﹤0.01%	447
2019 Q4	$109K	Hold	998	–	–	﹤0.01%	396
2019 Q3	$118K	Hold	998	–	–	﹤0.01%	380
2019 Q2	$121K	Hold	998	–	–	﹤0.01%	307
2019 Q1	$121K	Hold	998	–	–	﹤0.01%	293
2018 Q4	$99.7K	Hold	998	–	–	﹤0.01%	314
2018 Q3	$111K	Hold	998	–	–	﹤0.01%	314
2018 Q2	$107K	Hold	998	–	–	﹤0.01%	319
2018 Q1	$85.1K	Buy	+998	New	+$94.5K	﹤0.01%	350

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

Bartlett & Co Wealth Management's DRI Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Darden Restaurants (DRI) stake by 0.74% in Q2 2026, buying an estimated $1.2K and bringing the position to 821 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Bartlett & Co Wealth Management first reported a position in DRI in Q1 2018 and has held it in 33 quarters since. The position peaked at $222K in Q2 2025. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Bartlett & Co Wealth Management held 821 shares of Darden Restaurants worth $169K as of Q2 2026.
Bartlett & Co Wealth Management bought 6 Darden Restaurants shares in Q2 2026, an estimated $1.2K.
Darden Restaurants made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #519 holding.
Bartlett & Co Wealth Management first reported a position in Darden Restaurants in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's Darden Restaurants position peaked at $222K in Q2 2025.
1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.