IBEX Wealth Advisors’s Darden Restaurants DRI Stock Holding History

IBEX 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	$530K	Buy	+2,570	New	+$515K	0.04%	151
2025 Q3	–	Sell	-3,572	Closed	-$778K	–	209
2025 Q2	$778K	Buy	+3,572	New	+$741K	0.08%	125
2025 Q1	–	Sell	-2,374	Closed	-$443K	–	144
2024 Q4	$443K	Buy	+2,374	New	+$398K	0.05%	155
2024 Q3	–	Sell	-63	Closed	-$9.46K	–	129
2024 Q2	$9.46K	Sell	63 -4,962	-99%	-$755K	﹤0.01%	231
2024 Q1	$695K	Buy	+5,025	New	+$834K	0.19%	72
2023 Q1	$733K	Sell	4,722 -303	-6%	-$44.8K	0.19%	72
2022 Q4	$695K	Sell	5,025 -37	-0.7%	-$5.16K	0.16%	103
2022 Q3	$639K	Buy	+5,062	New	+$633K	0.17%	96
2019 Q3	–	Sell	-853	Closed	-$103K	–	149
2019 Q2	$103K	Buy	+853	New	+$102K	0.03%	162

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

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

IBEX Wealth Advisors opened a new position in Darden Restaurants (DRI) in Q2 2026: 2,570 shares worth $530K. The stake represents 0.04% of the portfolio and ranks #151 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in DRI as recently as Q2 2025.

IBEX Wealth Advisors first reported a position in DRI in Q2 2019 and has held it in 9 quarters since. The position peaked at $778K in Q2 2025. 1,084 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

IBEX Wealth Advisors held 2,570 shares of Darden Restaurants worth $530K as of Q2 2026.
Darden Restaurants was a new IBEX Wealth Advisors position in Q2 2026.
Darden Restaurants made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #151 holding.
IBEX Wealth Advisors first reported a position in Darden Restaurants in Q2 2019 and has held it in 9 quarters since.
IBEX Wealth Advisors's Darden Restaurants position peaked at $778K in Q2 2025.
1,084 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

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