Cerity Partners
DRI icon

Cerity Partners’s Darden Restaurants DRI Stock Holding History

Cerity Partners’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 		$35.8M Buy
173,936
+149,283
+606% +$29.9M 0.04% 324
2026
Q1 		$4.83M Buy
24,653
+6,117
+33% +$1.26M 0.01% 1030
2025
Q4 		$3.41M Buy
18,536
+1,891
+11% +$345K 0.01% 1109
2025
Q3 		$3.17M Sell
16,645
-2,400
-13% -$493K 0.01% 1084
2025
Q2 		$4.15M Buy
19,045
+2,581
+16% +$536K 0.01% 898
2025
Q1 		$3.42M Buy
16,464
+4,864
+42% +$939K 0.01% 884
2024
Q4 		$1.99M Sell
11,600
-1,848
-14% -$310K ﹤0.01% 1107
2024
Q3 		$2.21M Buy
13,448
+2,330
+21% +$353K ﹤0.01% 1049
2024
Q2 		$1.68M Sell
11,118
-4,308
-28% -$656K ﹤0.01% 984
2024
Q1 		$2.58M Buy
15,426
+8,959
+139% +$1.49M 0.01% 876
2023
Q4 		$1.06M Buy
6,467
+3,221
+99% +$488K ﹤0.01% 965
2023
Q3 		$465K Sell
3,246
-2,543
-44% -$403K ﹤0.01% 1001
2023
Q2 		$967K Sell
5,789
-433
-7% -$68K ﹤0.01% 934
2023
Q1 		$962K Buy
6,222
+2,301
+59% +$340K ﹤0.01% 991
2022
Q4 		$542K Buy
3,921
+1,352
+53% +$189K ﹤0.01% 909
2022
Q3 		$325K Buy
2,569
+104
+4% +$13K ﹤0.01% 856
2022
Q2 		$279K Buy
+2,465
New +$308K ﹤0.01% 935
2022
Q1 		– Sell
-1,728
Closed -$261K – 987
2021
Q4 		$261K Buy
+1,728
New +$255K ﹤0.01% 827
2020
Q1 		– Sell
-2,250
Closed -$245K – 459
2019
Q4 		$245K Sell
2,250
-1,084
-33% -$123K 0.01% 463
2019
Q3 		$394K Buy
3,334
+63
+2% +$7.69K 0.02% 352
2019
Q2 		$398K Sell
3,271
-643
-16% -$76.5K 0.03% 349
2019
Q1 		$475K Sell
3,914
-25
-0.6% -$2.74K 0.03% 335
2018
Q4 		$393K Sell
3,939
-22
-0.6% -$2.35K 0.03% 354
2018
Q3 		$440K Buy
3,961
+33
+0.8% +$3.72K 0.03% 352
2018
Q2 		$421K Buy
+3,928
New +$360K 0.03% 362

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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 $3.38T AUM 44.17% 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

Cerity Partners's DRI Position: Q2 2026 in Review

Cerity Partners increased its Darden Restaurants (DRI) stake by 606% in Q2 2026, buying an estimated $29.9M and bringing the position to 173,936 shares worth $35.8M. The position accounts for 0.04% of the portfolio, ranked #324.

Cerity Partners first reported a position in DRI in Q2 2018 and has held it in 25 quarters since. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Cerity Partners held 173,936 shares of Darden Restaurants worth $35.8M as of Q2 2026.
  • Cerity Partners bought 149,283 Darden Restaurants shares in Q2 2026, an estimated $29.9M.
  • Darden Restaurants made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #324 holding.
  • Cerity Partners first reported a position in Darden Restaurants in Q2 2018 and has held it in 25 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.