Caliber Wealth Management (Kansas)’s Darden Restaurants DRI Stock Holding History

Caliber Wealth Management (Kansas)’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	$3.9M	Buy	18,921 +918	+5%	+$184K	0.38%	53
2026 Q1	$3.53M	Buy	18,003 +116	+0.6%	+$23.9K	0.39%	55
2025 Q4	$3.29M	Buy	17,887 +2,512	+16%	+$458K	0.35%	57
2025 Q3	$2.93M	Sell	15,375 -157	-1%	-$32.3K	0.33%	69
2025 Q2	$3.39M	Sell	15,532 -2,016	-11%	-$418K	0.36%	53
2025 Q1	$3.65M	Buy	+17,548	New	+$3.39M	0.5%	44

Other funds holding DRI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s DRI Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Darden Restaurants (DRI) stake by 5.1% in Q2 2026, buying an estimated $184K and bringing the position to 18,921 shares worth $3.9M. The position accounts for 0.38% of the portfolio, ranked #53.

Caliber Wealth Management (Kansas) first reported a position in DRI in Q1 2025 and has held it in 6 quarters since. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Caliber Wealth Management (Kansas) held 18,921 shares of Darden Restaurants worth $3.9M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 918 Darden Restaurants shares in Q2 2026, an estimated $184K.
Darden Restaurants made up 0.38% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #53 holding.
Caliber Wealth Management (Kansas) first reported a position in Darden Restaurants in Q1 2025 and has held it in 6 quarters since.
1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.