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Phoenix Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Phoenix Wealth 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 		$2.35M Sell
11,420
-281
-2% -$56.3K 0.79% 30
2026
Q1 		$2.29M Sell
11,701
-1,078
-8% -$222K 0.91% 29
2025
Q4 		$2.35M Sell
12,779
-103
-0.8% -$18.8K 0.9% 32
2025
Q3 		$2.45M Sell
12,882
-393
-3% -$80.8K 0.94% 30
2025
Q2 		$2.89M Sell
13,275
-1,028
-7% -$213K 1.21% 21
2025
Q1 		$2.97M Sell
14,303
-288
-2% -$55.6K 1.29% 24
2024
Q4 		$2.72M Sell
14,591
-576
-4% -$96.6K 1.18% 23
2024
Q3 		$2.49M Buy
15,167
+285
+2% +$43.1K 1.16% 32
2024
Q2 		$2.25M Buy
14,882
+124
+0.8% +$18.9K 1.13% 31
2024
Q1 		$2.47M Buy
14,758
+439
+3% +$72.9K 1.5% 26
2023
Q4 		$2.32M Buy
14,319
+6
+0% +$908 1.62% 25
2023
Q3 		$2.05M Buy
14,313
+505
+4% +$80.1K 1.2% 26
2023
Q2 		$2.31M Sell
13,808
-6,938
-33% -$1.09M 1.34% 24
2023
Q1 		$3.22M Sell
20,746
-1,768
-8% -$262K 1.99% 10
2022
Q4 		$3.11M Buy
22,514
+692
+3% +$96.5K 1.87% 11
2022
Q3 		$2.76M Buy
+21,822
New +$2.73M 2.76% 8
2022
Q2 		– Sell
-20,403
Closed -$2.62M – 113
2022
Q1 		$2.62M Buy
20,403
+780
+4% +$108K 2.71% 16
2021
Q4 		$2.96M Buy
19,623
+118
+0.6% +$17.4K 2.23% 16
2021
Q3 		$2.95M Buy
+19,505
New +$2.87M 2.21% 13

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

Phoenix Wealth Advisors's DRI Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Darden Restaurants (DRI) stake by 2.4% in Q2 2026, selling an estimated $56.3K and leaving 11,420 shares worth $2.35M. The position accounts for 0.79% of the portfolio, ranked #30.

Phoenix Wealth Advisors first reported a position in DRI in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.22M in Q1 2023. 1,081 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Phoenix Wealth Advisors held 11,420 shares of Darden Restaurants worth $2.35M as of Q2 2026.
  • Phoenix Wealth Advisors sold 281 Darden Restaurants shares in Q2 2026, an estimated $56.3K.
  • Darden Restaurants made up 0.79% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Phoenix Wealth Advisors first reported a position in Darden Restaurants in Q3 2021 and has held it in 19 quarters since.
  • Phoenix Wealth Advisors's Darden Restaurants position peaked at $3.22M in Q1 2023.
  • 1,081 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.