Buckingham Strategic Wealth’s Darden Restaurants DRI Stock Holding History

Buckingham Strategic 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
2024 Q2	$295K	Buy	1,950 +7	+0.4%	+$1.06K	﹤0.01%	602
2024 Q1	$325K	Sell	1,943 -20	-1%	-$3.32K	﹤0.01%	570
2023 Q4	$323K	Sell	1,963 -119	-6%	-$18K	﹤0.01%	553
2023 Q3	$298K	Buy	2,082 +6	+0.3%	+$951	﹤0.01%	525
2023 Q2	$347K	Buy	+2,076	New	+$326K	﹤0.01%	503
2018 Q3	–	Sell	-1,988	Closed	-$213K	–	364
2018 Q2	$213K	Buy	+1,988	New	+$182K	0.03%	334

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckingham Strategic Wealth's DRI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Darden Restaurants (DRI) stake by 0.36% in Q2 2024, buying an estimated $1.06K and bringing the position to 1,950 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Buckingham Strategic Wealth first reported a position in DRI in Q2 2018 and has held it in 6 quarters since. The position peaked at $347K in Q2 2023. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

Buckingham Strategic Wealth held 1,950 shares of Darden Restaurants worth $295K as of Q2 2024.
Buckingham Strategic Wealth bought 7 Darden Restaurants shares in Q2 2024, an estimated $1.06K.
Darden Restaurants made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #602 holding.
Buckingham Strategic Wealth first reported a position in Darden Restaurants in Q2 2018 and has held it in 6 quarters since.
Buckingham Strategic Wealth's Darden Restaurants position peaked at $347K in Q2 2023.
897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.