CreativeOne Wealth’s Darden Restaurants DRI Stock Holding History

CreativeOne Wealth’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	$227K	Sell	1,103 -5	-0.5%	-$1K	﹤0.01%	1112
2026 Q1	$217K	Buy	1,108 +13	+1%	+$2.67K	0.01%	1100
2025 Q4	$202K	Buy	+1,095	New	+$200K	﹤0.01%	1130
2025 Q3	–	Sell	-1,425	Closed	-$311K	–	1165
2025 Q2	$311K	Buy	1,425 +283	+25%	+$58.7K	0.01%	907
2025 Q1	$237K	Buy	+1,142	New	+$220K	0.01%	947
2023 Q3	–	Sell	-1,203	Closed	-$201K	–	648
2023 Q2	$201K	Buy	+1,203	New	+$189K	0.01%	789

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

CreativeOne Wealth's DRI Position: Q2 2026 in Review

CreativeOne Wealth reduced its Darden Restaurants (DRI) stake by 0.45% in Q2 2026, selling an estimated $1K and leaving 1,103 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

CreativeOne Wealth first reported a position in DRI in Q2 2023 and has held it in 6 quarters since. The position peaked at $311K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

CreativeOne Wealth held 1,103 shares of Darden Restaurants worth $227K as of Q2 2026.
CreativeOne Wealth sold 5 Darden Restaurants shares in Q2 2026, an estimated $1K.
Darden Restaurants made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1112 holding.
CreativeOne Wealth first reported a position in Darden Restaurants in Q2 2023 and has held it in 6 quarters since.
CreativeOne Wealth's Darden Restaurants position peaked at $311K in Q2 2025.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.