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Bradley Foster & Sargent’s Darden Restaurants DRI Stock Holding History

Bradley Foster & Sargent’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 		$207K Buy
+1,003
New +$201K ﹤0.01% 525
2025
Q3 		– Sell
-1,003
Closed -$219K – 545
2025
Q2 		$219K Hold
1,003
– – ﹤0.01% 517
2025
Q1 		$208K Buy
+1,003
New +$194K ﹤0.01% 450

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 $3.37T 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

Bradley Foster & Sargent's DRI Position: Q2 2026 in Review

Bradley Foster & Sargent opened a new position in Darden Restaurants (DRI) in Q2 2026: 1,003 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Bradley Foster & Sargent previously reported a position in DRI as recently as Q2 2025.

Bradley Foster & Sargent first reported a position in DRI in Q1 2025 and has held it in 3 quarters since. The position peaked at $219K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Bradley Foster & Sargent held 1,003 shares of Darden Restaurants worth $207K as of Q2 2026.
  • Darden Restaurants was a new Bradley Foster & Sargent position in Q2 2026.
  • Darden Restaurants made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #525 holding.
  • Bradley Foster & Sargent first reported a position in Darden Restaurants in Q1 2025 and has held it in 3 quarters since.
  • Bradley Foster & Sargent's Darden Restaurants position peaked at $219K in Q2 2025.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.