Moneta Group Investment Advisors’s Darden Restaurants DRI Stock Holding History

Moneta Group Investment 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	$329K	Buy	1,595 +84	+6%	+$16.8K	﹤0.01%	665
2026 Q1	$296K	Buy	+1,511	New	+$311K	﹤0.01%	629
2018 Q2	–	Sell	-850	Closed	-$72K	–	450
2018 Q1	$72K	Buy	850 +847	+28,233%	+$80.2K	0.01%	288
2017 Q4	$0	Buy	+3	New	+$253	﹤0.01%	484
2016 Q3	–	Sell	-21,775	Closed	-$1.38M	–	144
2016 Q2	$1.38M	Buy	21,775 +3,736	+21%	+$244K	0.3%	52
2016 Q1	$1.2M	Buy	18,039 +12,939	+254%	+$819K	0.27%	54
2015 Q4	$325K	Sell	5,100 -6,287	-55%	-$365K	0.08%	102
2015 Q3	$698K	Buy	11,387 +2,275	+25%	+$144K	0.19%	54
2015 Q2	$579K	Buy	+9,112	New	+$539K	0.18%	68
2013 Q3	–	Sell	-4,503	Closed	-$203K	–	118
2013 Q2	$203K	Buy	+4,503	New	+$208K	0.14%	112

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

Moneta Group Investment Advisors's DRI Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Darden Restaurants (DRI) stake by 5.6% in Q2 2026, buying an estimated $16.8K and bringing the position to 1,595 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Moneta Group Investment Advisors first reported a position in DRI in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.38M in Q2 2016. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Moneta Group Investment Advisors held 1,595 shares of Darden Restaurants worth $329K as of Q2 2026.
Moneta Group Investment Advisors bought 84 Darden Restaurants shares in Q2 2026, an estimated $16.8K.
Darden Restaurants made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #665 holding.
Moneta Group Investment Advisors first reported a position in Darden Restaurants in Q2 2013 and has held it in 10 quarters since.
Moneta Group Investment Advisors's Darden Restaurants position peaked at $1.38M in Q2 2016.
1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

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