JWM
DRI icon

Jeppson Wealth Management’s Darden Restaurants DRI Stock Holding History

Jeppson 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 		$564K Sell
2,740
-17
-0.6% -$3.41K 0.17% 121
2026
Q1 		$540K Hold
2,757
– – 0.17% 116
2025
Q4 		$507K Sell
2,757
-73
-3% -$13.3K 0.16% 121
2025
Q3 		$539K Sell
2,830
-220
-7% -$45.2K 0.17% 116
2025
Q2 		$665K Buy
3,050
+11
+0.4% +$2.28K 0.23% 95
2025
Q1 		$631K Sell
3,039
-1
-0% -$193 0.23% 102
2024
Q4 		$568K Sell
3,040
-60
-2% -$10.1K 0.21% 111
2024
Q3 		$509K Sell
3,100
-110
-3% -$16.7K 0.18% 122
2024
Q2 		$486K Sell
3,210
-70
-2% -$10.7K 0.19% 115
2024
Q1 		$548K Sell
3,280
-7
-0.2% -$1.16K 0.21% 109
2023
Q4 		$540K Sell
3,287
-7
-0.2% -$1.06K 0.22% 103
2023
Q3 		$472K Sell
3,294
-31
-0.9% -$4.92K 0.22% 111
2023
Q2 		$556K Sell
3,325
-66
-2% -$10.4K 0.24% 103
2023
Q1 		$526K Buy
3,391
+98
+3% +$14.5K 0.23% 107
2022
Q4 		$456K Buy
3,293
+1,032
+46% +$144K 0.19% 117
2022
Q3 		$286K Buy
+2,261
New +$283K 0.13% 142

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

Jeppson Wealth Management's DRI Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Darden Restaurants (DRI) stake by 0.62% in Q2 2026, selling an estimated $3.41K and leaving 2,740 shares worth $564K. The position accounts for 0.17% of the portfolio, ranked #121.

Jeppson Wealth Management first reported a position in DRI in Q3 2022 and has held it in 16 quarters since. The position peaked at $665K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Jeppson Wealth Management held 2,740 shares of Darden Restaurants worth $564K as of Q2 2026.
  • Jeppson Wealth Management sold 17 Darden Restaurants shares in Q2 2026, an estimated $3.41K.
  • Darden Restaurants made up 0.17% of Jeppson Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Jeppson Wealth Management first reported a position in Darden Restaurants in Q3 2022 and has held it in 16 quarters since.
  • Jeppson Wealth Management's Darden Restaurants position peaked at $665K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.