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Cassaday & Co Wealth Management’s Darden Restaurants DRI Stock Holding History

Cassaday & Co Wealth Management’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 		$6.71K Sell
33
-7
-18% -$1.4K ﹤0.01% 927
2026
Q1 		$7.75K Buy
+40
New +$8.22K ﹤0.01% 910

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Vanguard Capital Management
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Vanguard Portfolio Management
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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

Cassaday & Co Wealth Management's DRI Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Darden Restaurants (DRI) stake by 18% in Q2 2026, selling an estimated $1.4K and leaving 33 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Cassaday & Co Wealth Management first reported a position in DRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.75K in Q1 2026. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Cassaday & Co Wealth Management held 33 shares of Darden Restaurants worth $6.71K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 7 Darden Restaurants shares in Q2 2026, an estimated $1.4K.
  • Darden Restaurants made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #927 holding.
  • Cassaday & Co Wealth Management first reported a position in Darden Restaurants in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Darden Restaurants position peaked at $7.75K in Q1 2026.
  • 1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.