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Golden State Wealth Management’s Darden Restaurants DRI Stock Holding History

Golden State Wealth 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 		$250K Buy
1,215
+1
+0.1% +$200 0.02% 386
2026
Q1 		$238K Buy
1,214
+95
+8% +$19.5K 0.03% 363
2025
Q4 		$206K Sell
1,119
-19
-2% -$3.46K 0.02% 389
2025
Q3 		$217K Buy
1,138
+80
+8% +$16.4K 0.02% 369
2025
Q2 		$231K Buy
1,058
+134
+15% +$27.8K 0.03% 341
2025
Q1 		$192K Buy
924
+102
+12% +$19.7K 0.03% 343
2024
Q4 		$153K Buy
+822
New +$138K 0.02% 363

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

Golden State Wealth Management's DRI Position: Q2 2026 in Review

Golden State Wealth Management increased its Darden Restaurants (DRI) stake by 0.08% in Q2 2026, buying an estimated $200 and bringing the position to 1,215 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #386.

Golden State Wealth Management first reported a position in DRI in Q4 2024 and has held it in 7 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Golden State Wealth Management held 1,215 shares of Darden Restaurants worth $250K as of Q2 2026.
  • Golden State Wealth Management bought 1 Darden Restaurants share in Q2 2026, an estimated $200.
  • Darden Restaurants made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #386 holding.
  • Golden State Wealth Management first reported a position in Darden Restaurants in Q4 2024 and has held it in 7 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.