Montgomery Financial Services’s Darden Restaurants DRI Stock Holding History

Montgomery Financial Services’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	$17.8K	Buy	+86	New	+$17.2K	0.02%	132

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montgomery Financial Services's DRI Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Darden Restaurants (DRI) in Q2 2026: 86 shares worth $17.8K. The stake represents 0.02% of the portfolio and ranks #132 among its holdings.

1,033 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Montgomery Financial Services held 86 shares of Darden Restaurants worth $17.8K as of Q2 2026.
Darden Restaurants was a new Montgomery Financial Services position in Q2 2026.
Darden Restaurants made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #132 holding.
1,033 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.