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Edgestream Partners’s Darden Restaurants DRI Stock Holding History

Edgestream Partners’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 		$4.05M Buy
19,647
+148
+0.8% +$29.7K 0.12% 314
2026
Q1 		$3.82M Buy
+19,499
New +$4.01M 0.13% 312
2024
Q2 		– Sell
-6,500
Closed -$1.09M – 892
2024
Q1 		$1.09M Buy
6,500
+85
+1% +$14.1K 0.05% 477
2023
Q4 		$1.05M Buy
+6,415
New +$971K 0.08% 431
2022
Q3 		– Sell
-1,976
Closed -$224K – 486
2022
Q2 		$224K Buy
+1,976
New +$247K 0.02% 479
2020
Q3 		– Sell
-64,148
Closed -$4.86M – 304
2020
Q2 		$4.86M Buy
64,148
+24,879
+63% +$1.76M 0.26% 116
2020
Q1 		$2.14M Sell
39,269
-36,759
-48% -$3.58M 0.2% 135
2019
Q4 		$8.29M Buy
76,028
+44,712
+143% +$5.08M 0.43% 73
2019
Q3 		$3.7M Buy
31,316
+26,288
+523% +$3.21M 0.35% 96
2019
Q2 		$612K Sell
5,028
-94,583
-95% -$11.3M 0.07% 174
2019
Q1 		$12.1M Buy
99,611
+16,994
+21% +$1.86M 1.78% 9
2018
Q4 		$8.25M Buy
82,617
+80,625
+4,047% +$8.62M 1.45% 13
2018
Q3 		$221K Buy
+1,992
New +$224K 0.04% 243

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

Edgestream Partners's DRI Position: Q2 2026 in Review

Edgestream Partners increased its Darden Restaurants (DRI) stake by 0.76% in Q2 2026, buying an estimated $29.7K and bringing the position to 19,647 shares worth $4.05M. The position accounts for 0.12% of the portfolio, ranked #314.

Edgestream Partners first reported a position in DRI in Q3 2018 and has held it in 13 quarters since. The position peaked at $12.1M in Q1 2019. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Edgestream Partners held 19,647 shares of Darden Restaurants worth $4.05M as of Q2 2026.
  • Edgestream Partners bought 148 Darden Restaurants shares in Q2 2026, an estimated $29.7K.
  • Darden Restaurants made up 0.12% of Edgestream Partners's portfolio in Q2 2026, its #314 holding.
  • Edgestream Partners first reported a position in Darden Restaurants in Q3 2018 and has held it in 13 quarters since.
  • Edgestream Partners's Darden Restaurants position peaked at $12.1M in Q1 2019.
  • 1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.