PWA
DRI icon

Physician Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Physician 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 		$14K Buy
68
+21
+45% +$4.21K ﹤0.01% 781
2026
Q1 		$9.21K Sell
47
-16
-25% -$3.29K ﹤0.01% 823
2025
Q4 		$11.6K Hold
63
– – ﹤0.01% 727
2025
Q3 		$12K Buy
63
+23
+58% +$4.73K ﹤0.01% 706
2025
Q2 		$8.72K Hold
40
– – ﹤0.01% 667
2025
Q1 		$8.31K Hold
40
– – ﹤0.01% 640
2024
Q4 		$7.47K Buy
+40
New +$6.71K ﹤0.01% 677

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

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

Physician Wealth Advisors increased its Darden Restaurants (DRI) stake by 45% in Q2 2026, buying an estimated $4.21K and bringing the position to 68 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Physician Wealth Advisors first reported a position in DRI in Q4 2024 and has held it in 7 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Physician Wealth Advisors held 68 shares of Darden Restaurants worth $14K as of Q2 2026.
  • Physician Wealth Advisors bought 21 Darden Restaurants shares in Q2 2026, an estimated $4.21K.
  • Darden Restaurants made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #781 holding.
  • Physician Wealth Advisors first reported a position in Darden Restaurants in Q4 2024 and has held it in 7 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.