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Ritholtz Wealth Management’s Darden Restaurants DRI Stock Holding History

Ritholtz 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 		$448K Buy
2,175
+85
+4% +$17K 0.01% 897
2026
Q1 		$410K Sell
2,090
-41
-2% -$8.43K 0.01% 859
2025
Q4 		$392K Sell
2,131
-109
-5% -$19.9K 0.01% 803
2025
Q3 		$426K Buy
2,240
+31
+1% +$6.37K 0.01% 727
2025
Q2 		$482K Buy
2,209
+73
+3% +$15.2K 0.01% 654
2025
Q1 		$444K Buy
2,136
+1
+0% +$193 0.01% 629
2024
Q4 		$399K Sell
2,135
-69
-3% -$11.6K 0.01% 622
2024
Q3 		$362K Sell
2,204
-278
-11% -$42.1K 0.01% 657
2024
Q2 		$376K Sell
2,482
-610
-20% -$92.8K 0.01% 604
2024
Q1 		$517K Sell
3,092
-204
-6% -$33.9K 0.02% 520
2023
Q4 		$542K Sell
3,296
-1,349
-29% -$204K 0.02% 472
2023
Q3 		$665K Sell
4,645
-1,131
-20% -$179K 0.03% 391
2023
Q2 		$965K Sell
5,776
-197
-3% -$30.9K 0.04% 279
2023
Q1 		$927K Buy
5,973
+1,292
+28% +$191K 0.05% 279
2022
Q4 		$647K Buy
4,681
+1,639
+54% +$229K 0.04% 316
2022
Q3 		$384K Buy
+3,042
New +$380K 0.02% 467

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

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

Ritholtz Wealth Management increased its Darden Restaurants (DRI) stake by 4.1% in Q2 2026, buying an estimated $17K and bringing the position to 2,175 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #897.

Ritholtz Wealth Management first reported a position in DRI in Q3 2022 and has held it in 16 quarters since. The position peaked at $965K in Q2 2023. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Ritholtz Wealth Management held 2,175 shares of Darden Restaurants worth $448K as of Q2 2026.
  • Ritholtz Wealth Management bought 85 Darden Restaurants shares in Q2 2026, an estimated $17K.
  • Darden Restaurants made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #897 holding.
  • Ritholtz Wealth Management first reported a position in Darden Restaurants in Q3 2022 and has held it in 16 quarters since.
  • Ritholtz Wealth Management's Darden Restaurants position peaked at $965K in Q2 2023.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.