Darwin Wealth Management’s Darden Restaurants DRI Stock Holding History

Darwin Wealth Management’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	$292K	Buy	1,415 +48	+4%	+$9.62K	0.08%	118
2026 Q1	$268K	Buy	1,367 +1,345	+6,114%	+$277K	0.08%	123
2025 Q4	$4.05K	Hold	22	–	–	﹤0.01%	464
2025 Q3	$4.19K	Hold	22	–	–	﹤0.01%	445
2025 Q2	$4.79K	Hold	22	–	–	﹤0.01%	418
2025 Q1	$4.11K	Hold	22	–	–	﹤0.01%	458
2024 Q4	$4.11K	Hold	22	–	–	﹤0.01%	458
2024 Q3	$3.61K	Buy	+22	New	+$3.33K	﹤0.01%	481
2020 Q2	–	Sell	-377	Closed	-$20K	–	298
2020 Q1	$20K	Sell	377 -24,452	-98%	-$2.38M	0.01%	360
2019 Q4	$2.71M	Buy	24,829 +1,251	+5%	+$142K	0.72%	61
2019 Q3	$2.79M	Buy	23,578 +1,155	+5%	+$141K	0.82%	47
2019 Q2	$2.73M	Buy	22,423 +415	+2%	+$49.4K	0.85%	45
2019 Q1	$2.67M	Buy	+22,008	New	+$2.41M	0.88%	37
2018 Q1	–	Sell	-22,243	Closed	-$2.14M	–	131
2017 Q4	$2.14M	Buy	+22,243	New	+$1.88M	0.91%	43
2017 Q3	–	Sell	-21,234	Closed	-$1.92M	–	106
2017 Q2	$1.92M	Sell	21,234 -1,950	-8%	-$170K	1.06%	34
2017 Q1	$1.94M	Buy	+23,184	New	+$1.74M	1.13%	33

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

Darwin Wealth Management's DRI Position: Q2 2026 in Review

Darwin Wealth Management increased its Darden Restaurants (DRI) stake by 3.5% in Q2 2026, buying an estimated $9.62K and bringing the position to 1,415 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #118.

Darwin Wealth Management first reported a position in DRI in Q1 2017 and has held it in 16 quarters since. The position peaked at $2.79M in Q3 2019. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Darwin Wealth Management held 1,415 shares of Darden Restaurants worth $292K as of Q2 2026.
Darwin Wealth Management bought 48 Darden Restaurants shares in Q2 2026, an estimated $9.62K.
Darden Restaurants made up 0.08% of Darwin Wealth Management's portfolio in Q2 2026, its #118 holding.
Darwin Wealth Management first reported a position in Darden Restaurants in Q1 2017 and has held it in 16 quarters since.
Darwin Wealth Management's Darden Restaurants position peaked at $2.79M in Q3 2019.
1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

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