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Concord Wealth Partners’s Darden Restaurants DRI Stock Holding History

Concord Wealth 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 		$1.09M Sell
5,299
-29
-0.5% -$5.81K 0.13% 126
2026
Q1 		$1.04M Buy
5,328
+800
+18% +$165K 0.14% 126
2025
Q4 		$833K Buy
4,528
+137
+3% +$25K 0.11% 134
2025
Q3 		$836K Buy
4,391
+1,318
+43% +$271K 0.12% 133
2025
Q2 		$670K Buy
+3,073
New +$638K 0.1% 141

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

Concord Wealth Partners's DRI Position: Q2 2026 in Review

Concord Wealth Partners reduced its Darden Restaurants (DRI) stake by 0.54% in Q2 2026, selling an estimated $5.81K and leaving 5,299 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #126.

Concord Wealth Partners 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 Wealth Partners held 5,299 shares of Darden Restaurants worth $1.09M as of Q2 2026.
  • Concord Wealth Partners sold 29 Darden Restaurants shares in Q2 2026, an estimated $5.81K.
  • Darden Restaurants made up 0.13% of Concord Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Concord Wealth Partners 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 Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.