Crewe Advisors’s Darden Restaurants DRI Stock Holding History

Crewe Advisors’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	$5.56K	Buy	+27	New	+$5.41K	﹤0.01%	858
2024 Q3	–	Sell	-26	Closed	-$3.94K	–	793
2024 Q2	$3.94K	Buy	+26	New	+$3.96K	﹤0.01%	838
2023 Q4	–	Sell	-2	Closed	-$287	–	492
2023 Q3	$287	Hold	2	–	–	﹤0.01%	423
2023 Q2	$335	Buy	+2	New	+$314	﹤0.01%	669
2023 Q1	–	Sell	-26	Closed	-$3.6K	–	874
2022 Q4	$3.6K	Sell	26 -113	-81%	-$15.8K	﹤0.01%	739
2022 Q3	$18K	Buy	139 +37	+36%	+$4.63K	﹤0.01%	490
2022 Q2	$12K	Buy	+102	New	+$12.7K	﹤0.01%	548
2020 Q4	–	Sell	-14	Closed	-$1K	–	508
2020 Q3	$1K	Buy	+14	New	+$1.16K	﹤0.01%	574

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 $3.38T AUM 44.17% 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

Crewe Advisors's DRI Position: Q2 2026 in Review

Crewe Advisors opened a new position in Darden Restaurants (DRI) in Q2 2026: 27 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in DRI as recently as Q2 2024.

Crewe Advisors first reported a position in DRI in Q3 2020 and has held it in 8 quarters since. The position peaked at $18K in Q3 2022. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Crewe Advisors held 27 shares of Darden Restaurants worth $5.56K as of Q2 2026.
Darden Restaurants was a new Crewe Advisors position in Q2 2026.
Darden Restaurants made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #858 holding.
Crewe Advisors first reported a position in Darden Restaurants in Q3 2020 and has held it in 8 quarters since.
Crewe Advisors's Darden Restaurants position peaked at $18K in Q3 2022.
1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.