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Delta Investment Management’s Darden Restaurants DRI Stock Holding History

Delta Investment 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 		$211K Buy
+1,025
New +$205K 0.03% 277
2025
Q3 		– Sell
-1,015
Closed -$221K – 279
2025
Q2 		$221K Hold
1,015
– – 0.04% 222
2025
Q1 		$211K Buy
+1,015
New +$196K 0.04% 228

Other funds holding DRI

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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 $3.38T AUM 44.17% 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

Delta Investment Management's DRI Position: Q2 2026 in Review

Delta Investment Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 1,025 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings. This is a return to the name: Delta Investment Management previously reported a position in DRI as recently as Q2 2025.

Delta Investment Management first reported a position in DRI in Q1 2025 and has held it in 3 quarters since. The position peaked at $221K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Delta Investment Management held 1,025 shares of Darden Restaurants worth $211K as of Q2 2026.
  • Darden Restaurants was a new Delta Investment Management position in Q2 2026.
  • Darden Restaurants made up 0.03% of Delta Investment Management's portfolio in Q2 2026, its #277 holding.
  • Delta Investment Management first reported a position in Darden Restaurants in Q1 2025 and has held it in 3 quarters since.
  • Delta Investment Management's Darden Restaurants position peaked at $221K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.