IAA
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Independent Advisor Alliance’s Darden Restaurants DRI Stock Holding History

Independent Advisor Alliance’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 		$470K Buy
2,282
+50
+2% +$10K 0.01% 686
2026
Q1 		$438K Sell
2,232
-144
-6% -$29.6K ﹤0.01% 1169
2025
Q4 		$437K Sell
2,376
-102
-4% -$18.6K 0.01% 688
2025
Q3 		$472K Buy
2,478
+4
+0.2% +$822 0.01% 638
2025
Q2 		$539K Buy
2,474
+17
+0.7% +$3.53K 0.02% 564
2025
Q1 		$510K Sell
2,457
-81
-3% -$15.6K 0.02% 516
2024
Q4 		$474K Buy
2,538
+439
+21% +$73.6K 0.01% 976
2024
Q3 		$344K Sell
2,099
-107
-5% -$16.2K 0.01% 531
2024
Q2 		$334K Sell
2,206
-120
-5% -$18.3K 0.01% 543
2024
Q1 		$389K Sell
2,326
-128
-5% -$21.2K 0.01% 513
2023
Q4 		$403K Sell
2,454
-4,135
-63% -$626K 0.01% 480
2023
Q3 		$944K Buy
6,589
+678
+11% +$108K 0.04% 303
2023
Q2 		$988K Buy
5,911
+2,608
+79% +$410K 0.04% 303
2023
Q1 		$513K Buy
+3,303
New +$489K 0.02% 423
2022
Q4 		– Sell
-3,970
Closed -$501K – 479
2022
Q3 		$501K Sell
3,970
-20
-0.5% -$2.5K 0.03% 375
2022
Q2 		$451K Sell
3,990
-545
-12% -$68.1K 0.03% 392
2022
Q1 		$603K Buy
4,535
+2,917
+180% +$403K 0.03% 356
2021
Q4 		$244K Hold
1,618
– – 0.01% 580
2021
Q3 		$245K Buy
1,618
+107
+7% +$15.7K 0.01% 542
2021
Q2 		$221K Buy
1,511
+93
+7% +$13.1K 0.01% 566
2021
Q1 		$201K Sell
1,418
-350
-20% -$46.1K 0.01% 557
2020
Q4 		$211K Sell
1,768
-617
-26% -$66.1K 0.01% 500
2020
Q3 		$240K Buy
+2,385
New +$198K 0.02% 423
2020
Q1 		– Sell
-2,046
Closed -$223K – 499
2019
Q4 		$223K Buy
2,046
+182
+10% +$20.7K 0.01% 784
2019
Q3 		$220K Hold
1,864
– – 0.03% 401
2019
Q2 		$227K Sell
1,864
-104
-5% -$12.4K 0.03% 354
2019
Q1 		$239K Sell
1,968
-114
-5% -$12.5K 0.03% 364
2018
Q4 		$208K Buy
2,082
+16
+0.8% +$1.71K 0.04% 362
2018
Q3 		$226K Buy
+2,066
New +$233K 0.04% 318

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's DRI Position: Q2 2026 in Review

Independent Advisor Alliance increased its Darden Restaurants (DRI) stake by 2.2% in Q2 2026, buying an estimated $10K and bringing the position to 2,282 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #686.

Independent Advisor Alliance first reported a position in DRI in Q3 2018 and has held it in 29 quarters since. The position peaked at $988K in Q2 2023. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Independent Advisor Alliance held 2,282 shares of Darden Restaurants worth $470K as of Q2 2026.
  • Independent Advisor Alliance bought 50 Darden Restaurants shares in Q2 2026, an estimated $10K.
  • Darden Restaurants made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #686 holding.
  • Independent Advisor Alliance first reported a position in Darden Restaurants in Q3 2018 and has held it in 29 quarters since.
  • Independent Advisor Alliance's Darden Restaurants position peaked at $988K in Q2 2023.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.