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EP Wealth Advisors’s Darden Restaurants DRI Stock Holding History

EP Wealth Advisors’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 		$1.06M Buy
5,168
+2,476
+92% +$496K ﹤0.01% 728
2026
Q1 		$528K Buy
2,692
+647
+32% +$133K ﹤0.01% 876
2025
Q4 		$376K Buy
+2,045
New +$373K ﹤0.01% 1012
2025
Q2 		$334K Buy
1,534
+34
+2% +$7.06K ﹤0.01% 957
2025
Q1 		$312K Buy
1,500
+150
+11% +$29K ﹤0.01% 898
2024
Q4 		$252K Sell
1,350
-185
-12% -$31K ﹤0.01% 951
2024
Q3 		$252K Buy
1,535
+117
+8% +$17.7K ﹤0.01% 930
2024
Q2 		$215K Buy
1,418
+75
+6% +$11.4K ﹤0.01% 746
2024
Q1 		$224K Buy
1,343
+124
+10% +$20.6K ﹤0.01% 706
2023
Q4 		$200K Sell
1,219
-314
-20% -$47.5K ﹤0.01% 719
2023
Q3 		$220K Buy
+1,533
New +$243K ﹤0.01% 642

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

EP Wealth Advisors's DRI Position: Q2 2026 in Review

EP Wealth Advisors increased its Darden Restaurants (DRI) stake by 92% in Q2 2026, buying an estimated $496K and bringing the position to 5,168 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #728.

EP Wealth Advisors first reported a position in DRI in Q3 2023 and has held it in 11 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • EP Wealth Advisors held 5,168 shares of Darden Restaurants worth $1.06M as of Q2 2026.
  • EP Wealth Advisors bought 2,476 Darden Restaurants shares in Q2 2026, an estimated $496K.
  • Darden Restaurants made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #728 holding.
  • EP Wealth Advisors first reported a position in Darden Restaurants in Q3 2023 and has held it in 11 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.