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Dogwood Wealth Management’s Darden Restaurants DRI Stock Holding History

Dogwood 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 		– Sell
-20
Closed -$3.92K – 867
2026
Q1 		$3.92K Buy
+20
New +$4.11K ﹤0.01% 527
2025
Q4 		– Sell
-10
Closed -$1.9K – 771
2025
Q3 		$1.9K Buy
10
+1
+11% +$206 ﹤0.01% 528
2025
Q2 		$1.96K Hold
9
– – ﹤0.01% 562
2025
Q1 		$1.87K Buy
+9
New +$1.74K ﹤0.01% 351
2024
Q3 		– Hold
0
– – – 455
2024
Q2 		– Hold
0
– – – 479
2024
Q1 		– Hold
0
– – – 478
2023
Q4 		– Hold
0
– – – 460

Other funds holding DRI

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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

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

Dogwood Wealth Management sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 20 shares — an estimated $3.92K sold.

Dogwood Wealth Management first reported a position in DRI in Q1 2025 and held it in 4 quarters. The position peaked at $3.92K in Q1 2026. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Dogwood Wealth Management reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 20 Darden Restaurants shares in Q2 2026, an estimated $3.92K.
  • Dogwood Wealth Management first reported a position in Darden Restaurants in Q1 2025 and held it in 4 quarters.
  • Dogwood Wealth Management's Darden Restaurants position peaked at $3.92K in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.