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Crestwood Advisors Group’s Darden Restaurants DRI Stock Holding History

Crestwood Advisors Group’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 		$335K Buy
+1,628
New +$326K 0.01% 637
2017
Q2 		– Sell
-305
Closed -$26K – 225
2017
Q1 		$26K Buy
+305
New +$22.8K ﹤0.01% 340

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

Crestwood Advisors Group's DRI Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Darden Restaurants (DRI) in Q2 2026: 1,628 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in DRI as recently as Q1 2017.

Crestwood Advisors Group first reported a position in DRI in Q1 2017 and has held it in 2 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Crestwood Advisors Group held 1,628 shares of Darden Restaurants worth $335K as of Q2 2026.
  • Darden Restaurants was a new Crestwood Advisors Group position in Q2 2026.
  • Darden Restaurants made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #637 holding.
  • Crestwood Advisors Group first reported a position in Darden Restaurants in Q1 2017 and has held it in 2 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.