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Kestra Private Wealth Services’s Darden Restaurants DRI Stock Holding History

Kestra Private Wealth Services’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 		$859K Sell
4,171
-93
-2% -$18.6K 0.01% 986
2026
Q1 		$836K Buy
4,264
+152
+4% +$31.3K 0.01% 926
2025
Q4 		$757K Sell
4,112
-162
-4% -$29.5K 0.01% 943
2025
Q3 		$814K Sell
4,274
-1,607
-27% -$330K 0.01% 869
2025
Q2 		$1.28M Buy
5,881
+1,491
+34% +$309K 0.02% 640
2025
Q1 		$912K Buy
4,390
+1,255
+40% +$242K 0.02% 711
2024
Q4 		$585K Sell
3,135
-114
-4% -$19.1K 0.01% 859
2024
Q3 		$533K Sell
3,249
-7
-0.2% -$1.06K 0.01% 848
2024
Q2 		$493K Buy
3,256
+28
+0.9% +$4.26K 0.01% 837
2024
Q1 		$540K Sell
3,228
-32
-1% -$5.31K 0.01% 767
2023
Q4 		$536K Buy
3,260
+177
+6% +$26.8K 0.01% 702
2023
Q3 		$442K Buy
3,083
+184
+6% +$29.2K 0.01% 712
2023
Q2 		$484K Buy
2,899
+271
+10% +$42.6K 0.02% 652
2023
Q1 		$408K Buy
2,628
+79
+3% +$11.7K 0.02% 660
2022
Q4 		$353K Buy
2,549
+366
+17% +$51.1K 0.02% 623
2022
Q3 		$276K Buy
2,183
+187
+9% +$23.4K 0.02% 682
2022
Q2 		$226K Sell
1,996
-82
-4% -$10.2K 0.01% 748
2022
Q1 		$276K Sell
2,078
-3,530
-63% -$487K 0.01% 774
2021
Q4 		$845K Sell
5,608
-73
-1% -$10.8K 0.04% 432
2021
Q3 		$861K Buy
5,681
+4,150
+271% +$610K 0.05% 387
2021
Q2 		$224K Buy
1,531
+1
+0.1% +$141 0.01% 768
2021
Q1 		$217K Buy
+1,530
New +$201K 0.02% 710

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

Kestra Private Wealth Services's DRI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Darden Restaurants (DRI) stake by 2.2% in Q2 2026, selling an estimated $18.6K and leaving 4,171 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #986.

Kestra Private Wealth Services first reported a position in DRI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.28M in Q2 2025. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Kestra Private Wealth Services held 4,171 shares of Darden Restaurants worth $859K as of Q2 2026.
  • Kestra Private Wealth Services sold 93 Darden Restaurants shares in Q2 2026, an estimated $18.6K.
  • Darden Restaurants made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #986 holding.
  • Kestra Private Wealth Services first reported a position in Darden Restaurants in Q1 2021 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Darden Restaurants position peaked at $1.28M in Q2 2025.
  • 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.