NW
DRI icon

NewEdge Wealth’s Darden Restaurants DRI Stock Holding History

NewEdge Wealth’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 		$1.55M Buy
7,535
+30
+0.4% +$6.01K 0.02% 526
2026
Q1 		$1.47M Buy
7,505
+2,733
+57% +$562K 0.02% 516
2025
Q4 		$878K Buy
4,772
+1,432
+43% +$261K 0.01% 666
2025
Q3 		$602K Buy
+3,340
New +$687K 0.01% 698
2024
Q2 		– Sell
-16,968
Closed -$2.51M – 779
2024
Q1 		$2.51M Sell
16,968
-559
-3% -$92.8K 0.06% 288
2023
Q4 		$2.88M Buy
17,527
+604
+4% +$91.5K 0.07% 232
2023
Q3 		$2.42M Sell
16,923
-143
-0.8% -$22.7K 0.08% 218
2023
Q2 		$2.85M Sell
17,066
-183
-1% -$28.7K 0.1% 197
2023
Q1 		$2.68M Buy
17,249
+906
+6% +$134K 0.1% 183
2022
Q4 		$2.26M Sell
16,343
-78
-0.5% -$10.9K 0.1% 196
2022
Q3 		$2.07M Buy
16,421
+3,398
+26% +$425K 0.1% 185
2022
Q2 		$1.47M Buy
+13,023
New +$1.63M 0.07% 230

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 $3.37T AUM 44.26% 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

NewEdge Wealth's DRI Position: Q2 2026 in Review

NewEdge Wealth increased its Darden Restaurants (DRI) stake by 0.4% in Q2 2026, buying an estimated $6.01K and bringing the position to 7,535 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #526.

NewEdge Wealth first reported a position in DRI in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.88M in Q4 2023. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • NewEdge Wealth held 7,535 shares of Darden Restaurants worth $1.55M as of Q2 2026.
  • NewEdge Wealth bought 30 Darden Restaurants shares in Q2 2026, an estimated $6.01K.
  • Darden Restaurants made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #526 holding.
  • NewEdge Wealth first reported a position in Darden Restaurants in Q2 2022 and has held it in 12 quarters since.
  • NewEdge Wealth's Darden Restaurants position peaked at $2.88M in Q4 2023.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.