Invera Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Invera 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	$1.03M	Sell	4,989 -229	-4%	-$45.9K	0.55%	49
2026 Q1	$1.02M	Sell	5,218 -88	-2%	-$18.1K	0.66%	49
2025 Q4	$976K	Sell	5,306 -557	-10%	-$102K	0.62%	49
2025 Q3	$1.12M	Sell	5,863 -46	-0.8%	-$9.46K	0.69%	45
2025 Q2	$1.29M	Sell	5,909 -143	-2%	-$29.7K	0.84%	40
2025 Q1	$1.26M	Buy	+6,052	New	+$1.17M	0.81%	39
2024 Q1	–	Sell	-6,319	Closed	-$1.04M	–	69
2023 Q4	$1.04M	Buy	+6,319	New	+$957K	0.65%	51

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

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

Invera Wealth Advisors reduced its Darden Restaurants (DRI) stake by 4.4% in Q2 2026, selling an estimated $45.9K and leaving 4,989 shares worth $1.03M. The position accounts for 0.55% of the portfolio, ranked #49.

Invera Wealth Advisors first reported a position in DRI in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.29M in Q2 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Invera Wealth Advisors held 4,989 shares of Darden Restaurants worth $1.03M as of Q2 2026.
Invera Wealth Advisors sold 229 Darden Restaurants shares in Q2 2026, an estimated $45.9K.
Darden Restaurants made up 0.55% of Invera Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Invera Wealth Advisors first reported a position in Darden Restaurants in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's Darden Restaurants position peaked at $1.29M in Q2 2025.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.