IWA
DRI icon

Icon Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Icon 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 		$2.39M Sell
11,586
-49
-0.4% -$9.82K 0.14% 104
2026
Q1 		$2.28M Buy
11,635
+6,979
+150% +$1.44M 0.15% 98
2025
Q4 		$857K Buy
+4,656
New +$849K 0.06% 188
2025
Q3 		– Sell
-703
Closed -$153K – 527
2025
Q2 		$153K Buy
+703
New +$146K 0.01% 416

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

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

Icon Wealth Advisors reduced its Darden Restaurants (DRI) stake by 0.42% in Q2 2026, selling an estimated $9.82K and leaving 11,586 shares worth $2.39M. The position accounts for 0.14% of the portfolio, ranked #104.

Icon Wealth Advisors first reported a position in DRI in Q2 2025 and has held it in 4 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Icon Wealth Advisors held 11,586 shares of Darden Restaurants worth $2.39M as of Q2 2026.
  • Icon Wealth Advisors sold 49 Darden Restaurants shares in Q2 2026, an estimated $9.82K.
  • Darden Restaurants made up 0.14% of Icon Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Icon Wealth Advisors first reported a position in Darden Restaurants in Q2 2025 and has held it in 4 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.