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Delos Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Delos 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 		– Sell
-620
Closed -$122K – 318
2026
Q1 		$122K Buy
+620
New +$127K 0.07% 103
2022
Q1 		– Sell
-60
Closed -$9K – 311
2021
Q4 		$9K Buy
+60
New +$8.87K 0.01% 225

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

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

Delos Wealth Advisors sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 620 shares — an estimated $122K sold.

Delos Wealth Advisors first reported a position in DRI in Q4 2021 and held it in 2 quarters. The position peaked at $122K in Q1 2026. 1,081 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Delos Wealth Advisors reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Delos Wealth Advisors sold 620 Darden Restaurants shares in Q2 2026, an estimated $122K.
  • Delos Wealth Advisors first reported a position in Darden Restaurants in Q4 2021 and held it in 2 quarters.
  • Delos Wealth Advisors's Darden Restaurants position peaked at $122K in Q1 2026.
  • 1,081 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.