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Private Wealth Management Group’s Darden Restaurants DRI Stock Holding History

Private Wealth Management Group’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 		$413 Hold
2
– – ﹤0.01% 1412
2026
Q1 		$393 Hold
2
– – ﹤0.01% 1384
2025
Q4 		$369 Hold
2
– – ﹤0.01% 1420
2025
Q3 		$381 Hold
2
– – ﹤0.01% 1436
2025
Q2 		$436 Hold
2
– – ﹤0.01% 1430
2025
Q1 		$416 Hold
2
– – ﹤0.01% 1421
2024
Q4 		$374 Hold
2
– – ﹤0.01% 1469
2024
Q3 		$329 Buy
+2
New +$303 ﹤0.01% 1455

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

Private Wealth Management Group's DRI Position: Q2 2026 in Review

Private Wealth Management Group held its Darden Restaurants (DRI) position steady in Q2 2026 at 2 shares worth $413. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Private Wealth Management Group first reported a position in DRI in Q3 2024 and has held it in 8 quarters since. The position peaked at $436 in Q2 2025. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Private Wealth Management Group held 2 shares of Darden Restaurants worth $413 as of Q2 2026.
  • Private Wealth Management Group left its Darden Restaurants share count unchanged in Q2 2026.
  • Darden Restaurants made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1412 holding.
  • Private Wealth Management Group first reported a position in Darden Restaurants in Q3 2024 and has held it in 8 quarters since.
  • Private Wealth Management Group's Darden Restaurants position peaked at $436 in Q2 2025.
  • 1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.