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Crux Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Crux Wealth 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 		$255K Sell
1,239
-47
-4% -$9.42K 0.09% 171
2026
Q1 		$252K Buy
1,286
+7
+0.5% +$1.44K 0.1% 155
2025
Q4 		$235K Sell
1,279
-112
-8% -$20.4K 0.09% 157
2025
Q3 		$265K Sell
1,391
-147
-10% -$30.2K 0.11% 147
2025
Q2 		$335K Sell
1,538
-1,662
-52% -$345K 0.14% 132
2025
Q1 		$665K Sell
3,200
-1,139
-26% -$220K 0.35% 87
2024
Q4 		$810K Buy
+4,339
New +$728K 0.45% 69

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

Crux Wealth Advisors's DRI Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Darden Restaurants (DRI) stake by 3.7% in Q2 2026, selling an estimated $9.42K and leaving 1,239 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #171.

Crux Wealth Advisors first reported a position in DRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $810K in Q4 2024. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Crux Wealth Advisors held 1,239 shares of Darden Restaurants worth $255K as of Q2 2026.
  • Crux Wealth Advisors sold 47 Darden Restaurants shares in Q2 2026, an estimated $9.42K.
  • Darden Restaurants made up 0.09% of Crux Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • Crux Wealth Advisors first reported a position in Darden Restaurants in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Darden Restaurants position peaked at $810K in Q4 2024.
  • 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.