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Kestra Investment Management’s Darden Restaurants DRI Stock Holding History

Kestra Investment 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 		$201K Buy
+973
New +$195K ﹤0.01% 512
2025
Q3 		– Sell
-1,091
Closed -$238K – 511
2025
Q2 		$238K Buy
1,091
+146
+15% +$30.3K 0.01% 396
2025
Q1 		$196K Buy
945
+813
+616% +$157K 0.01% 376
2024
Q4 		$24.7K Buy
+132
New +$22.1K ﹤0.01% 673

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

Kestra Investment Management's DRI Position: Q2 2026 in Review

Kestra Investment Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 973 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in DRI as recently as Q2 2025.

Kestra Investment Management first reported a position in DRI in Q4 2024 and has held it in 4 quarters since. The position peaked at $238K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Kestra Investment Management held 973 shares of Darden Restaurants worth $201K as of Q2 2026.
  • Darden Restaurants was a new Kestra Investment Management position in Q2 2026.
  • Darden Restaurants made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #512 holding.
  • Kestra Investment Management first reported a position in Darden Restaurants in Q4 2024 and has held it in 4 quarters since.
  • Kestra Investment Management's Darden Restaurants position peaked at $238K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.