Modera Wealth Management’s Darden Restaurants DRI Stock Holding History

Modera 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	$209K	Buy	+1,015	New	+$203K	﹤0.01%	628
2025 Q3	–	Sell	-976	Closed	-$213K	–	653
2025 Q2	$213K	Sell	976 -651	-40%	-$135K	﹤0.01%	614
2025 Q1	$338K	Buy	1,627 +12	+0.7%	+$2.32K	﹤0.01%	493
2024 Q4	$302K	Buy	+1,615	New	+$271K	﹤0.01%	516
2022 Q1	–	Sell	-2,907	Closed	-$438K	–	416
2021 Q4	$438K	Buy	+2,907	New	+$430K	0.02%	308

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

Modera Wealth Management's DRI Position: Q2 2026 in Review

Modera Wealth Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 1,015 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in DRI as recently as Q2 2025.

Modera Wealth Management first reported a position in DRI in Q4 2021 and has held it in 5 quarters since. The position peaked at $438K in Q4 2021. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Modera Wealth Management held 1,015 shares of Darden Restaurants worth $209K as of Q2 2026.
Darden Restaurants was a new Modera Wealth Management position in Q2 2026.
Darden Restaurants made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #628 holding.
Modera Wealth Management first reported a position in Darden Restaurants in Q4 2021 and has held it in 5 quarters since.
Modera Wealth Management's Darden Restaurants position peaked at $438K in Q4 2021.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.