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Evergreen Capital Management’s Darden Restaurants DRI Stock Holding History

Evergreen Capital 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 		$739K Buy
3,588
+138
+4% +$27.6K 0.01% 687
2026
Q1 		$676K Buy
3,450
+128
+4% +$26.3K 0.01% 627
2025
Q4 		$611K Buy
3,322
+287
+9% +$52.3K 0.01% 628
2025
Q3 		$578K Buy
3,035
+31
+1% +$6.37K 0.01% 589
2025
Q2 		$655K Buy
3,004
+82
+3% +$17K 0.02% 465
2025
Q1 		$607K Buy
2,922
+66
+2% +$12.7K 0.02% 441
2024
Q4 		$533K Buy
2,856
+72
+3% +$12.1K 0.02% 481
2024
Q3 		$457K Sell
2,784
-93
-3% -$14.1K 0.02% 542
2024
Q2 		$435K Buy
2,877
+59
+2% +$8.98K 0.02% 509
2024
Q1 		$471K Buy
2,818
+30
+1% +$4.98K 0.02% 466
2023
Q4 		$458K Buy
2,788
+60
+2% +$9.09K 0.02% 444
2023
Q3 		$391K Sell
2,728
-51
-2% -$8.09K 0.02% 458
2023
Q2 		$464K Buy
2,779
+69
+3% +$10.8K 0.02% 413
2023
Q1 		$420K Buy
2,710
+8
+0.3% +$1.18K 0.02% 412
2022
Q4 		$374K Buy
+2,702
New +$377K 0.02% 421
2021
Q1 		– Sell
-3,693
Closed -$440K – 513
2020
Q4 		$440K Sell
3,693
-94
-2% -$10.1K 0.03% 301
2020
Q3 		$382K Buy
3,787
+46
+1% +$3.82K 0.03% 296
2020
Q2 		$283K Buy
+3,741
New +$265K 0.02% 314
2020
Q1 		– Sell
-3,641
Closed -$397K – 415
2019
Q4 		$397K Buy
+3,641
New +$413K 0.03% 286

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

Evergreen Capital Management's DRI Position: Q2 2026 in Review

Evergreen Capital Management increased its Darden Restaurants (DRI) stake by 4% in Q2 2026, buying an estimated $27.6K and bringing the position to 3,588 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #687.

Evergreen Capital Management first reported a position in DRI in Q4 2019 and has held it in 19 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Evergreen Capital Management held 3,588 shares of Darden Restaurants worth $739K as of Q2 2026.
  • Evergreen Capital Management bought 138 Darden Restaurants shares in Q2 2026, an estimated $27.6K.
  • Darden Restaurants made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #687 holding.
  • Evergreen Capital Management first reported a position in Darden Restaurants in Q4 2019 and has held it in 19 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.