Concord Asset Management (Virginia)’s Darden Restaurants DRI Stock Holding History

Concord Asset Management (Virginia)’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	$1.08M	Sell	5,255 -49	-0.9%	-$9.82K	0.17%	96
2026 Q1	$1.04M	Buy	5,304 +784	+17%	+$161K	0.18%	98
2025 Q4	$832K	Buy	4,520 +133	+3%	+$24.2K	0.14%	107
2025 Q3	$835K	Buy	4,387 +1,314	+43%	+$270K	0.15%	104
2025 Q2	$670K	Buy	+3,073	New	+$638K	0.1%	141

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concord Asset Management (Virginia)'s DRI Position: Q2 2026 in Review

Concord Asset Management (Virginia) reduced its Darden Restaurants (DRI) stake by 0.92% in Q2 2026, selling an estimated $9.82K and leaving 5,255 shares worth $1.08M. The position accounts for 0.17% of the portfolio, ranked #96.

Concord Asset Management (Virginia) first reported a position in DRI in Q2 2025 and has held it in 5 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Concord Asset Management (Virginia) held 5,255 shares of Darden Restaurants worth $1.08M as of Q2 2026.
Concord Asset Management (Virginia) sold 49 Darden Restaurants shares in Q2 2026, an estimated $9.82K.
Darden Restaurants made up 0.17% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #96 holding.
Concord Asset Management (Virginia) first reported a position in Darden Restaurants in Q2 2025 and has held it in 5 quarters since.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.