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Provenance Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Provenance 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 		$1.03K Buy
+5
New +$1K ﹤0.01% 508
2024
Q4 		– Sell
-33
Closed -$5.42K – 566
2024
Q3 		$5.42K Buy
+33
New +$5K ﹤0.01% 394

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

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

Provenance Wealth Advisors opened a new position in Darden Restaurants (DRI) in Q2 2026: 5 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in DRI as recently as Q3 2024.

Provenance Wealth Advisors first reported a position in DRI in Q3 2024 and has held it in 2 quarters since. The position peaked at $5.42K in Q3 2024. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Provenance Wealth Advisors held 5 shares of Darden Restaurants worth $1.03K as of Q2 2026.
  • Darden Restaurants was a new Provenance Wealth Advisors position in Q2 2026.
  • Darden Restaurants made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #508 holding.
  • Provenance Wealth Advisors first reported a position in Darden Restaurants in Q3 2024 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's Darden Restaurants position peaked at $5.42K in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.