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Marks Group Wealth Management’s Darden Restaurants DRI Stock Holding History

Marks Group Wealth 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 		$4.96M Sell
24,081
-10,955
-31% -$2.19M 0.43% 56
2026
Q1 		$6.87M Sell
35,036
-4,414
-11% -$908K 0.66% 44
2025
Q4 		$7.26M Sell
39,450
-3,791
-9% -$691K 0.7% 51
2025
Q3 		$8.23M Sell
43,241
-1,241
-3% -$255K 0.76% 54
2025
Q2 		$9.7M Sell
44,482
-2,696
-6% -$560K 0.9% 25
2025
Q1 		$9.8M Sell
47,178
-3,241
-6% -$626K 0.94% 20
2024
Q4 		$9.41M Sell
50,419
-1,432
-3% -$240K 0.93% 25
2024
Q3 		$8.51M Buy
51,851
+1,566
+3% +$237K 0.81% 51
2024
Q2 		$7.61M Buy
50,285
+3,449
+7% +$525K 0.8% 53
2024
Q1 		$7.83M Buy
46,836
+2
+0% +$332 0.82% 49
2023
Q4 		$7.69M Sell
46,834
-357
-0.8% -$54.1K 0.88% 34
2023
Q3 		$6.76M Sell
47,191
-108
-0.2% -$17.1K 0.84% 42
2023
Q2 		$7.9M Buy
47,299
+310
+0.7% +$48.7K 0.94% 19
2023
Q1 		$7.29M Buy
46,989
+1,022
+2% +$151K 0.93% 21
2022
Q4 		$6.36M Sell
45,967
-1,739
-4% -$243K 0.87% 41
2022
Q3 		$6.03M Buy
47,706
+689
+1% +$86.1K 0.92% 30
2022
Q2 		$5.32M Buy
47,017
+1,912
+4% +$239K 0.77% 62
2022
Q1 		$6M Buy
45,105
+20,854
+86% +$2.88M 0.75% 51
2021
Q4 		$3.65M Buy
+24,251
New +$3.58M 0.44% 81
2020
Q1 		– Sell
-35,451
Closed -$3.87M – 232
2019
Q4 		$3.87M Buy
+35,451
New +$4.02M 0.76% 59

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

Marks Group Wealth Management's DRI Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Darden Restaurants (DRI) stake by 31% in Q2 2026, selling an estimated $2.19M and leaving 24,081 shares worth $4.96M. The position accounts for 0.43% of the portfolio, ranked #56.

Marks Group Wealth Management first reported a position in DRI in Q4 2019 and has held it in 20 quarters since. The position peaked at $9.8M in Q1 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Marks Group Wealth Management held 24,081 shares of Darden Restaurants worth $4.96M as of Q2 2026.
  • Marks Group Wealth Management sold 10,955 Darden Restaurants shares in Q2 2026, an estimated $2.19M.
  • Darden Restaurants made up 0.43% of Marks Group Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Marks Group Wealth Management first reported a position in Darden Restaurants in Q4 2019 and has held it in 20 quarters since.
  • Marks Group Wealth Management's Darden Restaurants position peaked at $9.8M in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.