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SageView Advisory Group’s Darden Restaurants DRI Stock Holding History

SageView Advisory 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 		$378K Sell
1,833
-79
-4% -$15.8K 0.01% 426
2026
Q1 		$375K Sell
1,912
-18
-0.9% -$3.7K 0.01% 409
2025
Q4 		$355K Sell
1,930
-34
-2% -$6.2K 0.01% 433
2025
Q3 		$374K Buy
1,964
+49
+3% +$10.1K 0.01% 452
2025
Q2 		$389K Buy
1,915
+30
+2% +$6.23K 0.01% 430
2025
Q1 		$392K Buy
1,885
+23
+1% +$4.44K 0.02% 397
2024
Q4 		$348K Buy
1,862
+45
+2% +$7.55K 0.02% 411
2024
Q3 		$298K Sell
1,817
-936
-34% -$142K 0.02% 399
2024
Q2 		$417K Buy
2,753
+488
+22% +$74.3K 0.02% 369
2024
Q1 		$379K Sell
2,265
-1,007
-31% -$167K 0.02% 371
2023
Q4 		$536K Buy
3,272
+854
+35% +$129K 0.02% 379
2023
Q3 		$346K Buy
2,418
+12
+0.5% +$1.9K 0.02% 394
2023
Q2 		$402K Buy
2,406
+581
+32% +$91.3K 0.02% 388
2023
Q1 		$283K Buy
1,825
+108
+6% +$16K 0.02% 395
2022
Q4 		$237K Buy
+1,717
New +$239K 0.02% 372

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

SageView Advisory Group's DRI Position: Q2 2026 in Review

SageView Advisory Group reduced its Darden Restaurants (DRI) stake by 4.1% in Q2 2026, selling an estimated $15.8K and leaving 1,833 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #426.

SageView Advisory Group first reported a position in DRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $536K in Q4 2023. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • SageView Advisory Group held 1,833 shares of Darden Restaurants worth $378K as of Q2 2026.
  • SageView Advisory Group sold 79 Darden Restaurants shares in Q2 2026, an estimated $15.8K.
  • Darden Restaurants made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #426 holding.
  • SageView Advisory Group first reported a position in Darden Restaurants in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Darden Restaurants position peaked at $536K in Q4 2023.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.