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Legacy Wealth Management (Idaho)’s Darden Restaurants DRI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-28
Closed -$5.44K – 389
2026
Q1 		$5.44K Hold
28
– – ﹤0.01% 601
2025
Q4 		$5.11K Sell
28
-66
-70% -$12K ﹤0.01% 531
2025
Q3 		$17.8K Hold
94
– – 0.01% 278
2025
Q2 		$20.4K Buy
+94
New +$19.5K 0.01% 241

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Vanguard Portfolio Management
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State Street
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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

Legacy Wealth Management (Idaho)'s DRI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 28 shares — an estimated $5.44K sold.

Legacy Wealth Management (Idaho) first reported a position in DRI in Q2 2025 and held it in 4 quarters. The position peaked at $20.4K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 28 Darden Restaurants shares in Q2 2026, an estimated $5.44K.
  • Legacy Wealth Management (Idaho) first reported a position in Darden Restaurants in Q2 2025 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Darden Restaurants position peaked at $20.4K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.