Jones Financial Companies
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Jones Financial Companies’s Darden Restaurants DRI Stock Holding History

Jones Financial Companies’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 		$33.8M Buy
158,347
+18,557
+13% +$3.72M 0.01% 514
2026
Q1 		$26.9M Buy
139,790
+133,758
+2,217% +$27.5M 0.01% 514
2025
Q4 		$1.11M Sell
6,032
-581
-9% -$106K ﹤0.01% 1182
2025
Q3 		$1.24M Buy
6,613
+467
+8% +$96K ﹤0.01% 1044
2025
Q2 		$1.33M Buy
6,146
+1,059
+21% +$220K ﹤0.01% 903
2025
Q1 		$1.04M Buy
5,087
+703
+16% +$136K ﹤0.01% 841
2024
Q4 		$818K Buy
4,384
+2,007
+84% +$337K ﹤0.01% 811
2024
Q3 		$396K Buy
2,377
+1,325
+126% +$201K ﹤0.01% 904
2024
Q2 		$159K Buy
1,052
+745
+243% +$113K ﹤0.01% 903
2024
Q1 		$51.3K Buy
307
+51
+20% +$8.46K ﹤0.01% 724
2023
Q4 		$42.1K Buy
256
+214
+510% +$32.4K ﹤0.01% 501
2023
Q3 		$6.01K Buy
+42
New +$6.66K ﹤0.01% 508
2023
Q1 		– Sell
-8
Closed -$1K – 626
2022
Q4 		$1K Buy
+8
New +$1.12K ﹤0.01% 658
2022
Q2 		– Sell
-40
Closed -$5K – 753
2022
Q1 		$5K Sell
40
-37
-48% -$5.11K ﹤0.01% 576
2021
Q4 		$12K Hold
77
– – ﹤0.01% 531
2021
Q3 		$12K Hold
77
– – ﹤0.01% 471
2021
Q2 		$11K Buy
77
+39
+103% +$5.49K ﹤0.01% 458
2021
Q1 		$5K Buy
+38
New +$5K ﹤0.01% 616
2013
Q4 		– Sell
-1,665
Closed -$69K – 312
2013
Q3 		$69K Buy
1,665
+122
+8% +$5.3K ﹤0.01% 266
2013
Q2 		$70K Buy
+1,543
New +$71.3K ﹤0.01% 286

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

Jones Financial Companies's DRI Position: Q2 2026 in Review

Jones Financial Companies increased its Darden Restaurants (DRI) stake by 13% in Q2 2026, buying an estimated $3.72M and bringing the position to 158,347 shares worth $33.8M. The position accounts for 0.01% of the portfolio, ranked #514.

Jones Financial Companies first reported a position in DRI in Q2 2013 and has held it in 20 quarters since. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Jones Financial Companies held 158,347 shares of Darden Restaurants worth $33.8M as of Q2 2026.
  • Jones Financial Companies bought 18,557 Darden Restaurants shares in Q2 2026, an estimated $3.72M.
  • Darden Restaurants made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #514 holding.
  • Jones Financial Companies first reported a position in Darden Restaurants in Q2 2013 and has held it in 20 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.