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Commonwealth Financial Services’s Darden Restaurants DRI Stock Holding History

Commonwealth Financial Services’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 		– Sell
-1,117
Closed -$219K – 322
2026
Q1 		$219K Buy
+1,117
New +$230K 0.03% 244
2016
Q2 		– Sell
-403
Closed -$27K – 252
2016
Q1 		$27K Hold
403
– – 0.04% 103
2015
Q4 		$26K Sell
403
-48
-11% -$2.79K 0.09% 97
2015
Q3 		$28K Hold
451
– – 0.03% 100
2015
Q2 		$29K Hold
451
– – 0.03% 115
2015
Q1 		$28K Hold
451
– – 0.02% 117
2014
Q4 		$24K Buy
+451
New +$21.9K 0.02% 115

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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

Commonwealth Financial Services's DRI Position: Q2 2026 in Review

Commonwealth Financial Services sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 1,117 shares — an estimated $219K sold.

Commonwealth Financial Services first reported a position in DRI in Q4 2014 and held it in 7 quarters. The position peaked at $219K in Q1 2026. 1,081 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Commonwealth Financial Services reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 1,117 Darden Restaurants shares in Q2 2026, an estimated $219K.
  • Commonwealth Financial Services first reported a position in Darden Restaurants in Q4 2014 and held it in 7 quarters.
  • Commonwealth Financial Services's Darden Restaurants position peaked at $219K in Q1 2026.
  • 1,081 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.