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Integrated Wealth Concepts’s Darden Restaurants DRI Stock Holding History

Integrated Wealth Concepts’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 		$1.15M Buy
5,567
+895
+19% +$179K 0.01% 1136
2026
Q1 		$916K Buy
4,672
+3,037
+186% +$625K 0.01% 1167
2025
Q4 		$301K Sell
1,635
-3,409
-68% -$621K ﹤0.01% 1318
2025
Q3 		$960K Sell
5,044
-3,070
-38% -$631K 0.01% 1004
2025
Q2 		$1.77M Buy
8,114
+2,452
+43% +$509K 0.02% 657
2025
Q1 		$1.18M Sell
5,662
-708
-11% -$137K 0.01% 764
2024
Q4 		$1.19M Sell
6,370
-308
-5% -$51.7K 0.01% 745
2024
Q3 		$1.1M Buy
6,678
+1,472
+28% +$223K 0.01% 764
2024
Q2 		$788K Sell
5,206
-132
-2% -$20.1K 0.01% 866
2024
Q1 		$892K Buy
5,338
+14
+0.3% +$2.32K 0.01% 810
2023
Q4 		$875K Buy
5,324
+190
+4% +$28.8K 0.01% 780
2023
Q3 		$735K Buy
5,134
+2,546
+98% +$404K 0.01% 820
2023
Q2 		$432K Buy
2,588
+28
+1% +$4.4K 0.01% 1051
2023
Q1 		$397K Buy
2,560
+1,094
+75% +$162K 0.01% 937
2022
Q4 		$203K Buy
+1,466
New +$204K 0.01% 945
2022
Q2 		– Sell
-1,683
Closed -$224K – 997
2022
Q1 		$224K Sell
1,683
-2,338
-58% -$323K 0.01% 838
2021
Q4 		$606K Buy
4,021
+1,668
+71% +$247K 0.02% 572
2021
Q3 		$356K Buy
+2,353
New +$346K 0.01% 673

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

Integrated Wealth Concepts's DRI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Darden Restaurants (DRI) stake by 19% in Q2 2026, buying an estimated $179K and bringing the position to 5,567 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1136.

Integrated Wealth Concepts first reported a position in DRI in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.77M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Integrated Wealth Concepts held 5,567 shares of Darden Restaurants worth $1.15M as of Q2 2026.
  • Integrated Wealth Concepts bought 895 Darden Restaurants shares in Q2 2026, an estimated $179K.
  • Darden Restaurants made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1136 holding.
  • Integrated Wealth Concepts first reported a position in Darden Restaurants in Q3 2021 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's Darden Restaurants position peaked at $1.77M in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.