Sax Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Sax 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	$245K	Buy	+1,249	New	+$250K	0.01%	489

Other funds holding DRI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $655M AUM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in Darden Restaurants (DRI) in Q2 2026: 1,249 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #489 among its holdings.

203 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Sax Wealth Advisors held 1,249 shares of Darden Restaurants worth $245K as of Q2 2026.
Darden Restaurants was a new Sax Wealth Advisors position in Q2 2026.
Darden Restaurants made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #489 holding.
203 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.