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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
Q2 		– Sell
-2,218
Closed -$435K – 174
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 $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

Evoke Wealth's DRI Position: Q2 2026 in Review

Evoke Wealth sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 2,218 shares — an estimated $435K sold.

Evoke Wealth first reported a position in DRI in Q3 2019 and held it in 25 quarters. The position peaked at $608K in Q2 2025. 1,082 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Evoke Wealth reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,218 Darden Restaurants shares in Q2 2026, an estimated $435K.
  • Evoke Wealth first reported a position in Darden Restaurants in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Darden Restaurants position peaked at $608K in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.