JWCA
DRI icon

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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J.W. Cole Advisors's DRI Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 18,477 shares — an estimated $3.34M sold.

J.W. Cole Advisors first reported a position in DRI in Q3 2020 and held it in 10 quarters. The position peaked at $3.62M in Q1 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 18,477 Darden Restaurants shares in Q1 2026, an estimated $3.34M.
  • J.W. Cole Advisors first reported a position in Darden Restaurants in Q3 2020 and held it in 10 quarters.
  • J.W. Cole Advisors's Darden Restaurants position peaked at $3.62M in Q1 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.