BHPW
DRI icon

Beverly Hills Private Wealth’s Darden Restaurants DRI Stock Holding History

Beverly Hills Private 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 		– Sell
-1,681
Closed -$330K – 292
2026
Q1 		$330K Sell
1,681
-56
-3% -$11.5K 0.05% 252
2025
Q4 		$320K Sell
1,737
-36
-2% -$6.56K 0.05% 245
2025
Q3 		$338K Sell
1,773
-68
-4% -$14K 0.06% 243
2025
Q2 		$401K Sell
1,841
-183
-9% -$38K 0.08% 212
2025
Q1 		$421K Buy
2,024
+72
+4% +$13.9K 0.08% 198
2024
Q4 		$364K Sell
1,952
-251
-11% -$42.1K 0.07% 214
2024
Q3 		$362K Sell
2,203
-463
-17% -$70.1K 0.07% 237
2024
Q2 		$403K Sell
2,666
-183
-6% -$27.8K 0.09% 218
2024
Q1 		$476K Sell
2,849
-213
-7% -$35.4K 0.11% 198
2023
Q4 		$503K Sell
3,062
-215
-7% -$32.6K 0.13% 166
2023
Q3 		$469K Sell
3,277
-3,298
-50% -$523K 0.14% 154
2023
Q2 		$1.07M Buy
6,575
+3,370
+105% +$529K 0.18% 128
2023
Q1 		$497K Buy
3,205
+503
+19% +$74.4K 0.15% 145
2022
Q4 		$374K Buy
+2,702
New +$377K 0.16% 138

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's DRI Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 1,681 shares — an estimated $330K sold.

Beverly Hills Private Wealth first reported a position in DRI in Q4 2022 and held it in 14 quarters. The position peaked at $1.07M in Q2 2023. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,681 Darden Restaurants shares in Q2 2026, an estimated $330K.
  • Beverly Hills Private Wealth first reported a position in Darden Restaurants in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Darden Restaurants position peaked at $1.07M in Q2 2023.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.