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Bruce G. Allen Investments’s Darden Restaurants DRI Stock Holding History

Bruce G. Allen Investments’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 		$98.5K Sell
478
-35
-7% -$7.01K 0.06% 157
2026
Q1 		$101K Sell
513
-25
-5% -$5.14K 0.07% 159
2025
Q4 		$99K Sell
538
-64
-11% -$11.7K 0.07% 159
2025
Q3 		$115K Sell
602
-40
-6% -$8.22K 0.08% 133
2025
Q2 		$140K Buy
642
+29
+5% +$6.02K 0.11% 113
2025
Q1 		$127K Sell
613
-16
-3% -$3.09K 0.1% 119
2024
Q4 		$117K Sell
629
-6
-0.9% -$1.01K 0.1% 131
2024
Q3 		$104K Buy
635
+35
+6% +$5.3K 0.08% 148
2024
Q2 		$90.8K Sell
600
-5
-0.8% -$761 0.08% 159
2024
Q1 		$101K Buy
605
+53
+10% +$8.8K 0.08% 155
2023
Q4 		$90.7K Buy
+552
New +$83.6K 0.08% 162

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

Bruce G. Allen Investments's DRI Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Darden Restaurants (DRI) stake by 6.8% in Q2 2026, selling an estimated $7.01K and leaving 478 shares worth $98.5K. The position accounts for 0.06% of the portfolio, ranked #157.

Bruce G. Allen Investments first reported a position in DRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $140K in Q2 2025. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Bruce G. Allen Investments held 478 shares of Darden Restaurants worth $98.5K as of Q2 2026.
  • Bruce G. Allen Investments sold 35 Darden Restaurants shares in Q2 2026, an estimated $7.01K.
  • Darden Restaurants made up 0.06% of Bruce G. Allen Investments's portfolio in Q2 2026, its #157 holding.
  • Bruce G. Allen Investments first reported a position in Darden Restaurants in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Darden Restaurants position peaked at $140K in Q2 2025.
  • 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.