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Evoke Wealth’s Darden Restaurants DRI Stock Holding History

Evoke Wealth’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
Q1 		$435K Buy
2,218
+208
+10% +$42.8K 0.01% 438
2025
Q4 		$370K Sell
2,010
-448
-18% -$81.7K 0.01% 463
2025
Q3 		$468K Sell
2,458
-330
-12% -$67.8K 0.01% 374
2025
Q2 		$608K Buy
2,788
+796
+40% +$165K 0.01% 307
2025
Q1 		$414K Buy
1,992
+167
+9% +$32.2K 0.01% 299
2024
Q4 		$341K Sell
1,825
-14
-0.8% -$2.35K 0.01% 320
2024
Q3 		$302K Buy
+1,839
New +$278K 0.01% 335
2024
Q2 		– Sell
-1,796
Closed -$300K – 182
2024
Q1 		$300K Buy
+1,796
New +$298K 0.01% 325
2023
Q4 		– Sell
-1,740
Closed -$249K – 165
2023
Q3 		$249K Sell
1,740
-46
-3% -$7.29K 0.01% 327
2023
Q2 		$298K Buy
1,786
+46
+3% +$7.23K 0.01% 289
2023
Q1 		$270K Buy
1,740
+24
+1% +$3.55K 0.01% 289
2022
Q4 		$237K Buy
1,716
+19
+1% +$2.65K 0.01% 317
2022
Q3 		$214K Hold
1,697
– – 0.01% 310
2022
Q2 		$192K Sell
1,697
-17
-1% -$2.12K 0.01% 317
2022
Q1 		$228K Buy
1,714
+12
+0.7% +$1.66K 0.01% 330
2021
Q4 		$256K Buy
1,702
+5
+0.3% +$739 0.01% 333
2021
Q3 		$257K Sell
1,697
-1
-0.1% -$147 0.01% 302
2021
Q2 		$248K Sell
1,698
-2
-0.1% -$281 0.01% 315
2021
Q1 		$241K Hold
1,700
– – 0.01% 279
2020
Q4 		$203K Sell
1,700
-1,733
-50% -$186K 0.01% 231
2020
Q3 		$346K Sell
3,433
-10
-0.3% -$831 0.03% 162
2020
Q2 		$261K Buy
3,443
+1,698
+97% +$120K 0.03% 169
2020
Q1 		$95K Buy
1,745
+5
+0.3% +$486 0.01% 264
2019
Q4 		$190K Buy
1,740
+106
+6% +$12K 0.02% 228
2019
Q3 		$193K Buy
+1,634
New +$199K 0.02% 263

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth's DRI Position: Q1 2026 in Review

Evoke Wealth increased its Darden Restaurants (DRI) stake by 10% in Q1 2026, buying an estimated $42.8K and bringing the position to 2,218 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #438.

Evoke Wealth first reported a position in DRI in Q3 2019 and has held it in 25 quarters since. The position peaked at $608K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Evoke Wealth held 2,218 shares of Darden Restaurants worth $435K as of Q1 2026.
  • Evoke Wealth bought 208 Darden Restaurants shares in Q1 2026, an estimated $42.8K.
  • Darden Restaurants made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #438 holding.
  • Evoke Wealth first reported a position in Darden Restaurants in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Darden Restaurants position peaked at $608K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.