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Clearstead Advisors’s Darden Restaurants DRI Stock Holding History

Clearstead 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 		$410K Buy
1,991
+414
+26% +$82.9K ﹤0.01% 819
2026
Q1 		$309K Sell
1,577
-270
-15% -$55.5K ﹤0.01% 846
2025
Q4 		$340K Buy
1,847
+153
+9% +$27.9K ﹤0.01% 774
2025
Q3 		$322K Buy
1,694
+86
+5% +$17.7K ﹤0.01% 763
2025
Q2 		$350K Buy
1,608
+1,498
+1,362% +$311K ﹤0.01% 712
2025
Q1 		$22.9K Buy
110
+48
+77% +$9.27K ﹤0.01% 1392
2024
Q4 		$11.6K Sell
62
-30
-33% -$5.03K ﹤0.01% 1537
2024
Q3 		$15.1K Buy
92
+25
+37% +$3.78K ﹤0.01% 1497
2024
Q2 		$10.1K Sell
67
-26
-28% -$3.96K ﹤0.01% 1549
2024
Q1 		$13.9K Buy
93
+51
+121% +$8.46K ﹤0.01% 1010
2023
Q4 		$6.9K Buy
42
+28
+200% +$4.24K ﹤0.01% 1120
2023
Q3 		$2.01K Hold
14
– – ﹤0.01% 1243
2023
Q2 		$2.34K Sell
14
-11
-44% -$1.73K ﹤0.01% 1120
2023
Q1 		$3.88K Buy
25
+11
+79% +$1.63K ﹤0.01% 1050
2022
Q4 		$1.94K Buy
+14
New +$1.95K ﹤0.01% 1096
2020
Q2 		– Sell
-150
Closed -$8K – 797
2020
Q1 		$8K Buy
+150
New +$14.6K ﹤0.01% 591

Other funds holding DRI

Capital World Investors
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 $3.37T 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

Clearstead Advisors's DRI Position: Q2 2026 in Review

Clearstead Advisors increased its Darden Restaurants (DRI) stake by 26% in Q2 2026, buying an estimated $82.9K and bringing the position to 1,991 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Clearstead Advisors first reported a position in DRI in Q1 2020 and has held it in 16 quarters since. 1,081 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Clearstead Advisors held 1,991 shares of Darden Restaurants worth $410K as of Q2 2026.
  • Clearstead Advisors bought 414 Darden Restaurants shares in Q2 2026, an estimated $82.9K.
  • Darden Restaurants made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #819 holding.
  • Clearstead Advisors first reported a position in Darden Restaurants in Q1 2020 and has held it in 16 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.