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Mount Yale Investment Advisors’s Darden Restaurants DRI Stock Holding History

Mount Yale 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 		$1.16M Buy
5,611
+2,224
+66% +$446K 0.02% 545
2026
Q1 		$664K Buy
3,387
+1,083
+47% +$223K 0.02% 626
2025
Q4 		$424K Buy
2,304
+124
+6% +$22.6K 0.02% 498
2025
Q3 		$415K Buy
2,180
+2,047
+1,539% +$421K 0.03% 455
2025
Q2 		$29K Buy
+133
New +$27.6K ﹤0.01% 961
2024
Q3 		– Sell
-4,673
Closed -$707K – 559
2024
Q2 		$707K Sell
4,673
-730
-14% -$111K 0.06% 274
2024
Q1 		$903K Buy
5,403
+103
+2% +$17.1K 0.07% 236
2023
Q4 		$871K Buy
5,300
+67
+1% +$10.1K 0.08% 222
2023
Q3 		$750K Buy
5,233
+119
+2% +$18.9K 0.08% 236
2023
Q2 		$854K Buy
5,114
+54
+1% +$8.48K 0.09% 217
2023
Q1 		$785K Buy
+5,060
New +$749K 0.09% 237

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mount Yale Investment Advisors's DRI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Darden Restaurants (DRI) stake by 66% in Q2 2026, buying an estimated $446K and bringing the position to 5,611 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #545.

Mount Yale Investment Advisors first reported a position in DRI in Q1 2023 and has held it in 11 quarters since. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Mount Yale Investment Advisors held 5,611 shares of Darden Restaurants worth $1.16M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,224 Darden Restaurants shares in Q2 2026, an estimated $446K.
  • Darden Restaurants made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #545 holding.
  • Mount Yale Investment Advisors first reported a position in Darden Restaurants in Q1 2023 and has held it in 11 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.