Perigon Wealth Management’s Darden Restaurants DRI Stock Holding History

Perigon 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	$335K	Buy	1,628 +135	+9%	+$27K	0.01%	1055
2026 Q1	$293K	Sell	1,493 -174	-10%	-$35.8K	0.01%	1031
2025 Q4	$307K	Sell	1,667 -21	-1%	-$3.83K	0.01%	1008
2025 Q3	$321K	Buy	1,688 +336	+25%	+$69.1K	0.01%	923
2025 Q2	$295K	Buy	1,352 +46	+4%	+$9.55K	0.01%	849
2025 Q1	$271K	Buy	1,306 +84	+7%	+$16.2K	0.01%	849
2024 Q4	$221K	Buy	+1,222	New	+$205K	0.01%	933
2024 Q2	–	Sell	-1,413	Closed	-$236K	–	878
2024 Q1	$236K	Buy	+1,413	New	+$235K	0.01%	745
2021 Q1	–	Sell	-266	Closed	-$32K	–	628
2020 Q4	$32K	Buy	+266	New	+$28.5K	﹤0.01%	877

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

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

Perigon Wealth Management increased its Darden Restaurants (DRI) stake by 9% in Q2 2026, buying an estimated $27K and bringing the position to 1,628 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1055.

Perigon Wealth Management first reported a position in DRI in Q4 2020 and has held it in 9 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Perigon Wealth Management held 1,628 shares of Darden Restaurants worth $335K as of Q2 2026.
Perigon Wealth Management bought 135 Darden Restaurants shares in Q2 2026, an estimated $27K.
Darden Restaurants made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1055 holding.
Perigon Wealth Management first reported a position in Darden Restaurants in Q4 2020 and has held it in 9 quarters since.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.