JWCA
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J.W. Cole Advisors’s Darden Restaurants DRI Stock Holding History

J.W. Cole 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 		$3.3M Buy
+16,005
New +$3.21M 0.06% 344
2026
Q1 		– Sell
-18,477
Closed -$3.34M – 921
2025
Q4 		$3.34M Buy
18,477
+2,805
+18% +$511K 0.08% 249
2025
Q3 		$2.98M Sell
15,672
-155
-1% -$31.9K 0.06% 330
2025
Q2 		$3.45M Sell
15,827
-1,594
-9% -$331K 0.07% 262
2025
Q1 		$3.62M Buy
17,421
+15,672
+896% +$3.02M 0.11% 185
2024
Q4 		$327K Buy
+1,749
New +$293K 0.01% 751
2024
Q3 		– Sell
-2,016
Closed -$305K – 941
2024
Q2 		$305K Sell
2,016
-29
-1% -$4.41K 0.01% 698
2024
Q1 		$342K Buy
2,045
+97
+5% +$16.1K 0.02% 646
2023
Q4 		$320K Buy
1,948
+147
+8% +$22.3K 0.02% 625
2023
Q3 		$258K Buy
+1,801
New +$286K 0.02% 605
2020
Q4 		– Sell
-19,719
Closed -$1.99M – 691
2020
Q3 		$1.99M Buy
+19,719
New +$1.64M 0.15% 154

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

J.W. Cole Advisors's DRI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Darden Restaurants (DRI) in Q2 2026: 16,005 shares worth $3.3M. The stake represents 0.06% of the portfolio and ranks #344 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in DRI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in DRI in Q3 2020 and has held it in 11 quarters since. The position peaked at $3.62M in Q1 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • J.W. Cole Advisors held 16,005 shares of Darden Restaurants worth $3.3M as of Q2 2026.
  • Darden Restaurants was a new J.W. Cole Advisors position in Q2 2026.
  • Darden Restaurants made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #344 holding.
  • J.W. Cole Advisors first reported a position in Darden Restaurants in Q3 2020 and has held it in 11 quarters since.
  • J.W. Cole Advisors's Darden Restaurants position peaked at $3.62M in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.