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Carolina Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Carolina Wealth Advisors’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 		$2.21M Sell
10,721
-125
-1% -$25K 0.87% 42
2026
Q1 		$2.13M Buy
10,846
+10,597
+4,256% +$2.18M 0.89% 43
2025
Q4 		$45.8K Buy
249
+3
+1% +$547 0.02% 127
2025
Q3 		$46.8K Buy
246
+240
+4,000% +$49.3K 0.02% 123
2025
Q2 		$1.28K Buy
+6
New +$1.25K ﹤0.01% 231

Other funds holding DRI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Carolina Wealth Advisors's DRI Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Darden Restaurants (DRI) stake by 1.2% in Q2 2026, selling an estimated $25K and leaving 10,721 shares worth $2.21M. The position accounts for 0.87% of the portfolio, ranked #42.

Carolina Wealth Advisors first reported a position in DRI in Q2 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Carolina Wealth Advisors held 10,721 shares of Darden Restaurants worth $2.21M as of Q2 2026.
  • Carolina Wealth Advisors sold 125 Darden Restaurants shares in Q2 2026, an estimated $25K.
  • Darden Restaurants made up 0.87% of Carolina Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Carolina Wealth Advisors first reported a position in Darden Restaurants in Q2 2025 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.