CWS
DRI icon

Confluence Wealth Services’s Darden Restaurants DRI Stock Holding History

Confluence Wealth 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 		$640K Buy
3,108
+1,016
+49% +$204K 0.02% 293
2026
Q1 		$410K Sell
2,092
-54
-3% -$11.1K 0.02% 289
2025
Q4 		$395K Sell
2,146
-450
-17% -$82K 0.02% 283
2025
Q3 		$494K Sell
2,596
-95
-4% -$19.5K 0.02% 246
2025
Q2 		$586K Sell
2,691
-123
-4% -$25.5K 0.03% 227
2025
Q1 		$568K Sell
2,814
-1,027
-27% -$198K 0.04% 217
2024
Q4 		$715K Sell
3,841
-990
-20% -$166K 0.05% 188
2024
Q3 		$793K Sell
4,831
-4,588
-49% -$695K 0.06% 176
2024
Q2 		$1.43M Buy
9,419
+63
+0.7% +$9.59K 0.11% 106
2024
Q1 		$1.56M Buy
9,356
+73
+0.8% +$12.1K 0.14% 86
2023
Q4 		$1.53M Sell
9,283
-122
-1% -$18.5K 0.17% 79
2023
Q3 		$1.35M Buy
9,405
+186
+2% +$29.5K 0.27% 68
2023
Q2 		$1.54M Sell
9,219
-107
-1% -$16.8K 0.33% 63
2023
Q1 		$1.45M Buy
9,326
+727
+8% +$108K 0.34% 63
2022
Q4 		$1.19M Buy
8,599
+640
+8% +$89.3K 0.31% 62
2022
Q3 		$1M Buy
7,959
+192
+2% +$24K 0.43% 64
2022
Q2 		$1.01M Buy
7,767
+1,288
+20% +$161K 0.44% 76
2022
Q1 		$861K Buy
6,479
+852
+15% +$118K 0.31% 91
2021
Q4 		$847K Buy
+5,627
New +$832K 0.27% 91

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

Confluence Wealth Services's DRI Position: Q2 2026 in Review

Confluence Wealth Services increased its Darden Restaurants (DRI) stake by 49% in Q2 2026, buying an estimated $204K and bringing the position to 3,108 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #293.

Confluence Wealth Services first reported a position in DRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q1 2024. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Confluence Wealth Services held 3,108 shares of Darden Restaurants worth $640K as of Q2 2026.
  • Confluence Wealth Services bought 1,016 Darden Restaurants shares in Q2 2026, an estimated $204K.
  • Darden Restaurants made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #293 holding.
  • Confluence Wealth Services first reported a position in Darden Restaurants in Q4 2021 and has held it in 19 quarters since.
  • Confluence Wealth Services's Darden Restaurants position peaked at $1.56M in Q1 2024.
  • 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.