Evermay Wealth Management’s Darden Restaurants DRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$82.4K Buy
+400
New +$80.1K 0.01% 293
2024
Q1
Sell
-2
Closed -$329 640
2023
Q4
$329 Buy
+2
New +$303 ﹤0.01% 647

Other funds holding DRI

Evermay Wealth Management's DRI Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 400 shares worth $82.4K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in DRI as recently as Q4 2023.

Evermay Wealth Management first reported a position in DRI in Q4 2023 and has held it in 2 quarters since. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Evermay Wealth Management held 400 shares of Darden Restaurants worth $82.4K as of Q2 2026.
  • Darden Restaurants was a new Evermay Wealth Management position in Q2 2026.
  • Darden Restaurants made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Evermay Wealth Management first reported a position in Darden Restaurants in Q4 2023 and has held it in 2 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.