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Lifeworks Advisors’s Darden Restaurants DRI Stock Holding History

Lifeworks 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 		$512K Sell
2,485
-333
-12% -$66.7K 0.05% 200
2026
Q1 		$552K Sell
2,818
-102
-3% -$21K 0.07% 185
2025
Q4 		$537K Buy
2,920
+261
+10% +$47.6K 0.07% 203
2025
Q3 		$506K Buy
2,659
+352
+15% +$72.4K 0.07% 205
2025
Q2 		$503K Buy
2,307
+122
+6% +$25.3K 0.08% 194
2025
Q1 		$454K Buy
+2,185
New +$422K 0.08% 191
2024
Q2 		– Sell
-2,000
Closed -$334K – 226
2024
Q1 		$334K Buy
+2,000
New +$332K 0.09% 161

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

Lifeworks Advisors's DRI Position: Q2 2026 in Review

Lifeworks Advisors reduced its Darden Restaurants (DRI) stake by 12% in Q2 2026, selling an estimated $66.7K and leaving 2,485 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #200.

Lifeworks Advisors first reported a position in DRI in Q1 2024 and has held it in 7 quarters since. The position peaked at $552K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Lifeworks Advisors held 2,485 shares of Darden Restaurants worth $512K as of Q2 2026.
  • Lifeworks Advisors sold 333 Darden Restaurants shares in Q2 2026, an estimated $66.7K.
  • Darden Restaurants made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #200 holding.
  • Lifeworks Advisors first reported a position in Darden Restaurants in Q1 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's Darden Restaurants position peaked at $552K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.