Institute for Wealth Management’s Darden Restaurants DRI Stock Holding History

Institute for 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	$28.6K	Buy	+139	New	+$27.9K	﹤0.01%	1023

Other funds holding DRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Institute for Wealth Management's DRI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 139 shares worth $28.6K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings.

661 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Institute for Wealth Management held 139 shares of Darden Restaurants worth $28.6K as of Q2 2026.
Darden Restaurants was a new Institute for Wealth Management position in Q2 2026.
Darden Restaurants made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1023 holding.
661 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.