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JFS Wealth Advisors’s Darden Restaurants DRI Stock Holding History

JFS 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 		$22.9K Buy
111
+4
+4% +$801 ﹤0.01% 738
2026
Q1 		$21K Sell
107
-121
-53% -$24.9K ﹤0.01% 723
2025
Q4 		$42K Buy
228
+152
+200% +$27.7K ﹤0.01% 572
2025
Q3 		$14.5K Sell
76
-3
-4% -$617 ﹤0.01% 775
2025
Q2 		$17.2K Buy
79
+4
+5% +$830 ﹤0.01% 690
2025
Q1 		$15.6K Hold
75
– – ﹤0.01% 736
2024
Q4 		$14K Hold
75
– – ﹤0.01% 751
2024
Q3 		$12.3K Buy
75
+2
+3% +$303 ﹤0.01% 786
2024
Q2 		$11K Hold
73
– – ﹤0.01% 771
2024
Q1 		$12.2K Hold
73
– – ﹤0.01% 756
2023
Q4 		$12K Hold
73
– – ﹤0.01% 721
2023
Q3 		$10.5K Hold
73
– – ﹤0.01% 709
2023
Q2 		$12.2K Hold
73
– – ﹤0.01% 674
2023
Q1 		$11.3K Sell
73
-2
-3% -$296 ﹤0.01% 677
2022
Q4 		$10.4K Buy
75
+4
+6% +$558 ﹤0.01% 696
2022
Q3 		$9K Sell
71
-23
-24% -$2.88K ﹤0.01% 759
2022
Q2 		$11K Sell
94
-1
-1% -$125 ﹤0.01% 736
2022
Q1 		$13K Buy
95
+7
+8% +$967 ﹤0.01% 707
2021
Q4 		$13K Sell
88
-831
-90% -$123K ﹤0.01% 643
2021
Q3 		$139K Buy
+919
New +$135K 0.01% 261
2015
Q3 		– Sell
-336
Closed -$21K – 503
2015
Q2 		$21K Hold
336
– – 0.01% 271
2015
Q1 		$21K Buy
+336
New +$18.8K 0.01% 272

Other funds holding DRI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

JFS Wealth Advisors increased its Darden Restaurants (DRI) stake by 3.7% in Q2 2026, buying an estimated $801 and bringing the position to 111 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

JFS Wealth Advisors first reported a position in DRI in Q1 2015 and has held it in 22 quarters since. The position peaked at $139K in Q3 2021. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • JFS Wealth Advisors held 111 shares of Darden Restaurants worth $22.9K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Darden Restaurants shares in Q2 2026, an estimated $801.
  • Darden Restaurants made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #738 holding.
  • JFS Wealth Advisors first reported a position in Darden Restaurants in Q1 2015 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Darden Restaurants position peaked at $139K in Q3 2021.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.