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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Wealth's DRI Position: Q1 2026 in Review

NewEdge Wealth increased its Darden Restaurants (DRI) stake by 57% in Q1 2026, buying an estimated $562K and bringing the position to 7,505 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #516.

NewEdge Wealth first reported a position in DRI in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.88M in Q4 2023. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • NewEdge Wealth held 7,505 shares of Darden Restaurants worth $1.47M as of Q1 2026.
  • NewEdge Wealth bought 2,733 Darden Restaurants shares in Q1 2026, an estimated $562K.
  • Darden Restaurants made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #516 holding.
  • NewEdge Wealth first reported a position in Darden Restaurants in Q2 2022 and has held it in 11 quarters since.
  • NewEdge Wealth's Darden Restaurants position peaked at $2.88M in Q4 2023.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.