PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Darden Restaurants DRI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$130K	Hold	630	–	–	0.04%	221
2026 Q1	$124K	Hold	630	–	–	0.04%	205
2025 Q4	$116K	Sell	630 -21	-3%	-$3.83K	0.03%	223
2025 Q3	$124K	Buy	651 +1	+0.2%	+$206	0.04%	194
2025 Q2	$142K	Hold	650	–	–	0.05%	163
2025 Q1	$135K	Hold	650	–	–	0.05%	165
2024 Q4	$121K	Hold	650	–	–	0.05%	177
2024 Q3	$107K	Buy	650 +20	+3%	+$3.03K	0.05%	156
2024 Q2	$95.4K	Sell	630 -10	-2%	-$1.52K	0.05%	156
2024 Q1	$107K	Hold	640	–	–	0.07%	145
2023 Q4	$105K	Hold	640	–	–	0.07%	139
2023 Q3	$91.7K	Sell	640 -5,836	-90%	-$925K	0.07%	134
2023 Q2	$107K	Buy	6,476 +5,846	+928%	+$918K	0.08%	124
2023 Q1	$97.8K	Hold	630	–	–	0.08%	120
2022 Q4	$87.2K	Buy	+630	New	+$87.9K	0.07%	125

Other funds holding DRI

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DRI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Darden Restaurants (DRI) position steady in Q2 2026 at 630 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #221.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $142K in Q2 2025. 618 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 630 shares of Darden Restaurants worth $130K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Darden Restaurants share count unchanged in Q2 2026.
Darden Restaurants made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #221 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Darden Restaurants in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Darden Restaurants position peaked at $142K in Q2 2025.
618 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.