Flagship Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Flagship 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	$131K	Hold	638	–	–	0.03%	185
2026 Q1	$139K	Hold	638	–	–	0.06%	128
2025 Q4	$117K	Sell	638 -9	-1%	-$1.64K	0.03%	156
2025 Q3	$123K	Buy	647 +9	+1%	+$1.85K	0.04%	151
2025 Q2	$139K	Hold	638	–	–	0.05%	138
2025 Q1	$133K	Hold	638	–	–	0.06%	135
2024 Q4	$119K	Buy	+638	New	+$107K	0.07%	124

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Flagship Wealth Advisors held its Darden Restaurants (DRI) position steady in Q2 2026 at 638 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #185.

Flagship Wealth Advisors first reported a position in DRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $139K in Q1 2026. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Flagship Wealth Advisors held 638 shares of Darden Restaurants worth $131K as of Q2 2026.
Flagship Wealth Advisors left its Darden Restaurants share count unchanged in Q2 2026.
Darden Restaurants made up 0.03% of Flagship Wealth Advisors's portfolio in Q2 2026, its #185 holding.
Flagship Wealth Advisors first reported a position in Darden Restaurants in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's Darden Restaurants position peaked at $139K in Q1 2026.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

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