Elevation Wealth Partners’s Darden Restaurants DRI Stock Holding History

Elevation Wealth 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	$78.7K	Buy	382 +138	+57%	+$27.6K	0.02%	219
2026 Q1	$47.8K	Buy	244 +2	+0.8%	+$411	0.02%	247
2025 Q4	$44.6K	Sell	242 -5	-2%	-$911	0.02%	256
2025 Q3	$47K	Buy	247 +9	+4%	+$1.85K	0.02%	248
2025 Q2	$52K	Buy	238 +1	+0.4%	+$208	0.02%	227
2025 Q1	$49.2K	Buy	237 +2	+0.9%	+$386	0.02%	224
2024 Q4	$43.9K	Buy	235 +2	+0.9%	+$335	0.02%	243
2024 Q3	$38.2K	Hold	233	–	–	0.02%	246
2024 Q2	$35.3K	Hold	233	–	–	0.02%	247
2024 Q1	$38.9K	Buy	+233	New	+$38.7K	0.02%	238

Other funds holding DRI

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Elevation Wealth Partners's DRI Position: Q2 2026 in Review

Elevation Wealth Partners increased its Darden Restaurants (DRI) stake by 57% in Q2 2026, buying an estimated $27.6K and bringing the position to 382 shares worth $78.7K. The position accounts for 0.02% of the portfolio, ranked #219.

Elevation Wealth Partners first reported a position in DRI in Q1 2024 and has held it in 10 quarters since. 384 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Elevation Wealth Partners held 382 shares of Darden Restaurants worth $78.7K as of Q2 2026.
Elevation Wealth Partners bought 138 Darden Restaurants shares in Q2 2026, an estimated $27.6K.
Darden Restaurants made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #219 holding.
Elevation Wealth Partners first reported a position in Darden Restaurants in Q1 2024 and has held it in 10 quarters since.
384 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.