OneAscent Financial Services’s Darden Restaurants DRI Stock Holding History

OneAscent 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	$222K	Hold	1,077	–	–	0.01%	560
2026 Q1	$211K	Buy	+1,077	New	+$221K	0.01%	552
2025 Q3	–	Sell	-1,400	Closed	-$305K	–	424
2025 Q2	$305K	Sell	1,400 -1,426	-50%	-$296K	0.02%	406
2025 Q1	$588K	Buy	2,826 +1,430	+102%	+$276K	0.04%	305
2024 Q4	$261K	Buy	+1,396	New	+$234K	0.02%	386

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

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

OneAscent Financial Services held its Darden Restaurants (DRI) position steady in Q2 2026 at 1,077 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #560.

OneAscent Financial Services first reported a position in DRI in Q4 2024 and has held it in 5 quarters since. The position peaked at $588K in Q1 2025. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

OneAscent Financial Services held 1,077 shares of Darden Restaurants worth $222K as of Q2 2026.
OneAscent Financial Services left its Darden Restaurants share count unchanged in Q2 2026.
Darden Restaurants made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #560 holding.
OneAscent Financial Services first reported a position in Darden Restaurants in Q4 2024 and has held it in 5 quarters since.
OneAscent Financial Services's Darden Restaurants position peaked at $588K in Q1 2025.
1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.