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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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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. 150 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.
  • 150 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.