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Hennion & Walsh Asset Management’s Darden Restaurants DRI Stock Holding History

Hennion & Walsh Asset 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 		$1.37M Sell
6,649
-69
-1% -$13.8K 0.04% 485
2026
Q1 		$1.32M Sell
6,718
-631
-9% -$130K 0.04% 448
2025
Q4 		$1.35M Buy
7,349
+1,095
+18% +$200K 0.05% 446
2025
Q3 		$1.19M Buy
6,254
+1,448
+30% +$298K 0.04% 472
2025
Q2 		$1.05M Buy
4,806
+1,171
+32% +$243K 0.04% 484
2025
Q1 		$755K Buy
3,635
+2,051
+129% +$396K 0.03% 538
2024
Q4 		$296K Sell
1,584
-3,344
-68% -$561K 0.01% 761
2024
Q3 		$809K Sell
4,928
-3,433
-41% -$520K 0.04% 501
2024
Q2 		$1.27M Sell
8,361
-489
-6% -$74.4K 0.07% 368
2024
Q1 		$1.48M Sell
8,850
-276
-3% -$45.8K 0.08% 322
2023
Q4 		$1.5M Buy
9,126
+277
+3% +$41.9K 0.09% 303
2023
Q3 		$1.27M Buy
8,849
+5,669
+178% +$899K 0.08% 306
2023
Q2 		$531K Buy
+3,180
New +$500K 0.03% 489
2022
Q1 		– Sell
-2,111
Closed -$318K – 779
2021
Q4 		$318K Sell
2,111
-1,434
-40% -$212K 0.02% 636
2021
Q3 		$537K Sell
3,545
-4,776
-57% -$702K 0.03% 505
2021
Q2 		$1.22M Sell
8,321
-310
-4% -$43.6K 0.06% 325
2021
Q1 		$1.23M Buy
+8,631
New +$1.14M 0.07% 317

Other funds holding DRI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management's DRI Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Darden Restaurants (DRI) stake by 1% in Q2 2026, selling an estimated $13.8K and leaving 6,649 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #485.

Hennion & Walsh Asset Management first reported a position in DRI in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.5M in Q4 2023. 158 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Hennion & Walsh Asset Management held 6,649 shares of Darden Restaurants worth $1.37M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 69 Darden Restaurants shares in Q2 2026, an estimated $13.8K.
  • Darden Restaurants made up 0.04% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #485 holding.
  • Hennion & Walsh Asset Management first reported a position in Darden Restaurants in Q1 2021 and has held it in 17 quarters since.
  • Hennion & Walsh Asset Management's Darden Restaurants position peaked at $1.5M in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.