Mather Group’s Darden Restaurants DRI Stock Holding History

Mather Group’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	$192K	Buy	932 +14	+2%	+$2.81K	﹤0.01%	778
2026 Q1	$180K	Buy	+918	New	+$189K	﹤0.01%	759
2025 Q4	–	Sell	-833	Closed	-$159K	–	910
2025 Q3	$159K	Buy	+833	New	+$171K	﹤0.01%	677
2025 Q2	–	Sell	-868	Closed	-$180K	–	906
2025 Q1	$180K	Sell	868 -182	-17%	-$35.1K	﹤0.01%	619
2024 Q4	$196K	Sell	1,050 -25	-2%	-$4.19K	﹤0.01%	572
2024 Q3	$176K	Sell	1,075 -119	-10%	-$18K	﹤0.01%	613
2024 Q2	$200K	Buy	1,194 +272	+30%	+$41.4K	﹤0.01%	613
2024 Q1	$151K	Buy	+922	New	+$153K	﹤0.01%	597
2023 Q3	–	Sell	-220	Closed	-$36.8K	–	555
2023 Q2	$36.8K	Buy	+220	New	+$34.6K	﹤0.01%	574

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

Mather Group's DRI Position: Q2 2026 in Review

Mather Group increased its Darden Restaurants (DRI) stake by 1.5% in Q2 2026, buying an estimated $2.81K and bringing the position to 932 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Mather Group first reported a position in DRI in Q2 2023 and has held it in 9 quarters since. The position peaked at $200K in Q2 2024. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Mather Group held 932 shares of Darden Restaurants worth $192K as of Q2 2026.
Mather Group bought 14 Darden Restaurants shares in Q2 2026, an estimated $2.81K.
Darden Restaurants made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #778 holding.
Mather Group first reported a position in Darden Restaurants in Q2 2023 and has held it in 9 quarters since.
Mather Group's Darden Restaurants position peaked at $200K in Q2 2024.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.