Bogart Wealth LLC’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $69.3K | Buy |
336
+15
| +5% | +$3K | ﹤0.01% | 472 |
|
|
2026
Q1 | $62.9K | Buy |
321
+1
| +0.3% | +$206 | ﹤0.01% | 448 |
|
|
2025
Q4 | $58.9K | Buy |
320
+9
| +3% | +$1.64K | ﹤0.01% | 427 |
|
|
2025
Q3 | $59.3K | Buy |
311
+4
| +1% | +$822 | ﹤0.01% | 419 |
|
|
2025
Q2 | $66.9K | Sell |
307
-1
| -0.3% | -$208 | ﹤0.01% | 394 |
|
|
2025
Q1 | $64.1K | Buy |
308
+7
| +2% | +$1.35K | ﹤0.01% | 376 |
|
|
2024
Q4 | $56.2K | Hold |
301
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $49.4K | Hold |
301
| – | – | ﹤0.01% | 418 |
|
|
2024
Q2 | $45.5K | Hold |
301
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $50.3K | Buy |
301
+203
| +207% | +$33.7K | ﹤0.01% | 383 |
|
|
2023
Q4 | $16.1K | Hold |
98
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $14K | Sell |
98
-20
| -17% | -$3.17K | ﹤0.01% | 536 |
|
|
2023
Q2 | $19.7K | Hold |
118
| – | – | ﹤0.01% | 465 |
|
|
2023
Q1 | $18.3K | Hold |
118
| – | – | ﹤0.01% | 472 |
|
|
2022
Q4 | $16.3K | Sell |
118
-146
| -55% | -$20.4K | ﹤0.01% | 461 |
|
|
2022
Q3 | $33K | Hold |
264
| – | – | ﹤0.01% | 360 |
|
|
2022
Q2 | $30K | Hold |
264
| – | – | ﹤0.01% | 362 |
|
|
2022
Q1 | $35K | Hold |
264
| – | – | ﹤0.01% | 316 |
|
|
2021
Q4 | $40K | Hold |
264
| – | – | ﹤0.01% | 284 |
|
|
2021
Q3 | $40K | Sell |
264
-35
| -12% | -$5.14K | ﹤0.01% | 270 |
|
|
2021
Q2 | $44K | Buy |
299
+35
| +13% | +$4.92K | ﹤0.01% | 251 |
|
|
2021
Q1 | $37K | Hold |
264
| – | – | 0.01% | 249 |
|
|
2020
Q4 | $31K | Hold |
264
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $26K | Sell |
264
-282
| -52% | -$23.4K | 0.01% | 240 |
|
|
2020
Q2 | $41K | Hold |
546
| – | – | 0.01% | 192 |
|
|
2020
Q1 | $30K | Hold |
546
| – | – | 0.01% | 190 |
|
|
2019
Q4 | $60K | Sell |
546
-261
| -32% | -$29.6K | 0.02% | 166 |
|
|
2019
Q3 | $95K | Buy |
807
+3
| +0.4% | +$366 | 0.05% | 126 |
|
|
2019
Q2 | $97K | Buy |
804
+540
| +205% | +$64.3K | 0.06% | 117 |
|
|
2019
Q1 | $32K | Hold |
264
| – | – | 0.02% | 167 |
|
|
2018
Q4 | $26K | Hold |
264
| – | – | 0.01% | 184 |
|
|
2018
Q3 | $29K | Hold |
264
| – | – | 0.02% | 170 |
|
|
2018
Q2 | $28K | Hold |
264
| – | – | 0.02% | 178 |
|
|
2018
Q1 | $23K | Hold |
264
| – | – | 0.01% | 190 |
|
|
2017
Q4 | $25K | Hold |
264
| – | – | 0.02% | 184 |
|
|
2017
Q3 | $21K | Buy |
+264
| New | +$22.2K | 0.02% | 190 |
|
Other funds holding DRI
Bogart Wealth LLC's DRI Position: Q2 2026 in Review
Bogart Wealth LLC increased its Darden Restaurants (DRI) stake by 4.7% in Q2 2026, buying an estimated $3K and bringing the position to 336 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #472.
Bogart Wealth LLC first reported a position in DRI in Q3 2017 and has held it in 36 quarters since. The position peaked at $97K in Q2 2019. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.
- Bogart Wealth LLC held 336 shares of Darden Restaurants worth $69.3K as of Q2 2026.
- Bogart Wealth LLC bought 15 Darden Restaurants shares in Q2 2026, an estimated $3K.
- Darden Restaurants made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #472 holding.
- Bogart Wealth LLC first reported a position in Darden Restaurants in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's Darden Restaurants position peaked at $97K in Q2 2019.
- 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.