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

Sage Private Wealth 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 		$451K Buy
2,189
+41
+2% +$8.21K 0.2% 62
2026
Q1 		$421K Buy
2,148
+41
+2% +$8.43K 0.21% 59
2025
Q4 		$388K Buy
2,107
+37
+2% +$6.74K 0.21% 64
2025
Q3 		$394K Buy
2,070
+289
+16% +$59.4K 0.22% 65
2025
Q2 		$388K Sell
1,781
-258
-13% -$53.5K 0.25% 57
2025
Q1 		$424K Sell
2,039
-119
-6% -$23K 0.32% 45
2024
Q4 		$403K Buy
2,158
+43
+2% +$7.21K 0.3% 47
2024
Q3 		$347K Sell
2,115
-343
-14% -$51.9K 0.27% 65
2024
Q2 		$372K Buy
2,458
+700
+40% +$107K 0.31% 48
2024
Q1 		$294K Buy
1,758
+412
+31% +$68.4K 0.24% 60
2023
Q4 		$221K Sell
1,346
-182
-12% -$27.6K 0.2% 54
2023
Q3 		$219K Buy
1,528
+10
+0.7% +$1.59K 0.3% 44
2023
Q2 		$254K Buy
1,518
+2
+0.1% +$314 0.35% 39
2023
Q1 		$235K Buy
+1,516
New +$224K 0.27% 40
2022
Q4 		– Sell
-1,410
Closed -$178K – 79
2022
Q3 		$178K Buy
1,410
+467
+50% +$58.4K 0.24% 49
2022
Q2 		$107K Buy
943
+303
+47% +$37.8K 0.15% 66
2022
Q1 		$85K Buy
640
+264
+70% +$36.5K 0.08% 75
2021
Q4 		$56K Buy
376
+91
+32% +$13.5K 0.07% 79
2021
Q3 		$43K Buy
+285
New +$41.9K 0.06% 87

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

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

Sage Private Wealth Group increased its Darden Restaurants (DRI) stake by 1.9% in Q2 2026, buying an estimated $8.21K and bringing the position to 2,189 shares worth $451K. The position accounts for 0.2% of the portfolio, ranked #62.

Sage Private Wealth Group first reported a position in DRI in Q3 2021 and has held it in 19 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Sage Private Wealth Group held 2,189 shares of Darden Restaurants worth $451K as of Q2 2026.
  • Sage Private Wealth Group bought 41 Darden Restaurants shares in Q2 2026, an estimated $8.21K.
  • Darden Restaurants made up 0.2% of Sage Private Wealth Group's portfolio in Q2 2026, its #62 holding.
  • Sage Private Wealth Group first reported a position in Darden Restaurants in Q3 2021 and has held it in 19 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.