Kingswood Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Kingswood 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	$1.67M	Sell	8,116 -39	-0.5%	-$7.81K	0.07%	296
2026 Q1	$1.6M	Sell	8,155 -107	-1%	-$22K	0.08%	273
2025 Q4	$1.52M	Buy	8,262 +6,726	+438%	+$1.23M	0.07%	266
2025 Q3	$292K	Buy	+1,536	New	+$316K	0.02%	639
2025 Q2	–	Sell	-1,009	Closed	-$210K	–	755
2025 Q1	$210K	Sell	1,009 -183	-15%	-$35.3K	0.02%	673
2024 Q4	$223K	Sell	1,192 -2,826	-70%	-$474K	0.02%	706
2024 Q3	$660K	Buy	4,018 +687	+21%	+$104K	0.05%	385
2024 Q2	$504K	Buy	3,331 +38	+1%	+$5.78K	0.05%	386
2024 Q1	$550K	Buy	3,293 +36	+1%	+$5.97K	0.06%	325
2023 Q4	$535K	Buy	+3,257	New	+$493K	0.06%	335

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Darden Restaurants (DRI) stake by 0.48% in Q2 2026, selling an estimated $7.81K and leaving 8,116 shares worth $1.67M. The position accounts for 0.07% of the portfolio, ranked #296.

Kingswood Wealth Advisors first reported a position in DRI in Q4 2023 and has held it in 10 quarters since. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Kingswood Wealth Advisors held 8,116 shares of Darden Restaurants worth $1.67M as of Q2 2026.
Kingswood Wealth Advisors sold 39 Darden Restaurants shares in Q2 2026, an estimated $7.81K.
Darden Restaurants made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #296 holding.
Kingswood Wealth Advisors first reported a position in Darden Restaurants in Q4 2023 and has held it in 10 quarters since.
1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.