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GeoWealth Management’s Darden Restaurants DRI Stock Holding History

GeoWealth Management’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 		$334K Buy
1,619
+13
+0.8% +$2.6K 0.01% 618
2026
Q1 		$315K Buy
1,606
+162
+11% +$33.3K 0.01% 591
2025
Q4 		$266K Sell
1,444
-138
-9% -$25.2K 0.01% 596
2025
Q3 		$301K Buy
1,582
+1
+0.1% +$206 0.01% 589
2025
Q2 		$345K Buy
1,581
+154
+11% +$32K 0.01% 512
2025
Q1 		$296K Sell
1,427
-143
-9% -$27.6K 0.01% 556
2024
Q4 		$293K Sell
1,570
-116
-7% -$19.5K 0.01% 634
2024
Q3 		$277K Sell
1,686
-467
-22% -$70.7K 0.01% 623
2024
Q2 		$326K Buy
2,153
+488
+29% +$74.3K 0.01% 555
2024
Q1 		$278K Buy
1,665
+99
+6% +$16.4K 0.01% 592
2023
Q4 		$257K Buy
1,566
+963
+160% +$146K 0.02% 445
2023
Q3 		$86K Sell
603
-19
-3% -$3.01K 0.01% 346
2023
Q2 		$104K Sell
622
-9
-1% -$1.41K 0.01% 285
2023
Q1 		$98K Buy
+631
New +$93.4K 0.01% 242

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

GeoWealth Management's DRI Position: Q2 2026 in Review

GeoWealth Management increased its Darden Restaurants (DRI) stake by 0.81% in Q2 2026, buying an estimated $2.6K and bringing the position to 1,619 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #618.

GeoWealth Management first reported a position in DRI in Q1 2023 and has held it in 14 quarters since. The position peaked at $345K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • GeoWealth Management held 1,619 shares of Darden Restaurants worth $334K as of Q2 2026.
  • GeoWealth Management bought 13 Darden Restaurants shares in Q2 2026, an estimated $2.6K.
  • Darden Restaurants made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #618 holding.
  • GeoWealth Management first reported a position in Darden Restaurants in Q1 2023 and has held it in 14 quarters since.
  • GeoWealth Management's Darden Restaurants position peaked at $345K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.