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MASECO Private Wealth’s Darden Restaurants DRI Stock Holding History

MASECO Private Wealth’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
-15
Closed -$2.96K – 334
2026
Q1 		$2.96K Hold
15
– – ﹤0.01% 322
2025
Q4 		$2.78K Buy
+15
New +$2.73K ﹤0.01% 459
2025
Q3 		– Sell
-28
Closed -$6.19K – 338
2025
Q2 		$6.19K Buy
+28
New +$5.81K ﹤0.01% 382

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

MASECO Private Wealth's DRI Position: Q2 2026 in Review

MASECO Private Wealth sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 15 shares — an estimated $2.96K sold.

MASECO Private Wealth first reported a position in DRI in Q2 2025 and held it in 3 quarters. The position peaked at $6.19K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • MASECO Private Wealth reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 15 Darden Restaurants shares in Q2 2026, an estimated $2.96K.
  • MASECO Private Wealth first reported a position in Darden Restaurants in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Darden Restaurants position peaked at $6.19K in Q2 2025.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.