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Bernard Wealth Management’s Darden Restaurants DRI Stock Holding History

Bernard 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 		– Sell
-20
Closed -$3.92K – 337
2026
Q1 		$3.92K Hold
20
– – ﹤0.01% 259
2025
Q4 		$3.68K Hold
20
– – ﹤0.01% 257
2025
Q3 		$3.81K Hold
20
– – ﹤0.01% 246
2025
Q2 		$4.36K Hold
20
– – ﹤0.01% 239
2025
Q1 		$4.16K Hold
20
– – ﹤0.01% 268
2024
Q4 		$3.73K Buy
+20
New +$3.35K ﹤0.01% 249

Other funds holding DRI

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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

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

Bernard Wealth Management sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 20 shares — an estimated $3.92K sold.

Bernard Wealth Management first reported a position in DRI in Q4 2024 and held it in 6 quarters. The position peaked at $4.36K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Bernard Wealth Management reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 20 Darden Restaurants shares in Q2 2026, an estimated $3.92K.
  • Bernard Wealth Management first reported a position in Darden Restaurants in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Darden Restaurants position peaked at $4.36K in Q2 2025.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.