Bay Harbor Wealth Management’s Darden Restaurants DRI Stock Holding History

Bay Harbor 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	$4.53K	Buy	22 +3	+16%	+$601	﹤0.01%	442
2026 Q1	$3.72K	Buy	19 +6	+46%	+$1.23K	﹤0.01%	400
2025 Q4	$2.39K	Buy	13 +6	+86%	+$1.09K	﹤0.01%	438
2025 Q3	$1.33K	Hold	7	–	–	﹤0.01%	450
2025 Q2	$1.52K	Buy	7 +4	+133%	+$830	﹤0.01%	369
2025 Q1	$623	Buy	+3	New	+$579	﹤0.01%	388

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

Bay Harbor Wealth Management's DRI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Darden Restaurants (DRI) stake by 16% in Q2 2026, buying an estimated $601 and bringing the position to 22 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Bay Harbor Wealth Management first reported a position in DRI in Q1 2025 and has held it in 6 quarters since. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Bay Harbor Wealth Management held 22 shares of Darden Restaurants worth $4.53K as of Q2 2026.
Bay Harbor Wealth Management bought 3 Darden Restaurants shares in Q2 2026, an estimated $601.
Darden Restaurants made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #442 holding.
Bay Harbor Wealth Management first reported a position in Darden Restaurants in Q1 2025 and has held it in 6 quarters since.
1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

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