Moran Wealth Management’s Darden Restaurants DRI Stock Holding History

Moran 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	$17.3M	Buy	+83,994	New	+$16.8M	0.47%	53
2025 Q4	–	Sell	-18,239	Closed	-$3.47M	–	503
2025 Q3	$3.47M	Buy	+18,239	New	+$3.75M	0.1%	227
2024 Q2	–	Sell	-55,478	Closed	-$9.27M	–	402
2024 Q1	$9.27M	Sell	55,478 -1,933	-3%	-$321K	0.3%	110
2023 Q4	$9.43M	Sell	57,411 -2,395	-4%	-$363K	0.34%	101
2023 Q3	$8.57M	Sell	59,806 -57	-0.1%	-$9.04K	0.33%	110
2023 Q2	$10M	Buy	59,863 +2,492	+4%	+$391K	0.38%	96
2023 Q1	$8.9M	Buy	57,371 +6,435	+13%	+$952K	0.34%	108
2022 Q4	$7.05M	Buy	+50,936	New	+$7.1M	0.27%	117

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

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

Moran Wealth Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 83,994 shares worth $17.3M. The stake represents 0.47% of the portfolio and ranks #53 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in DRI as recently as Q3 2025.

Moran Wealth Management first reported a position in DRI in Q4 2022 and has held it in 8 quarters since. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Moran Wealth Management held 83,994 shares of Darden Restaurants worth $17.3M as of Q2 2026.
Darden Restaurants was a new Moran Wealth Management position in Q2 2026.
Darden Restaurants made up 0.47% of Moran Wealth Management's portfolio in Q2 2026, its #53 holding.
Moran Wealth Management first reported a position in Darden Restaurants in Q4 2022 and has held it in 8 quarters since.
1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

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