Sheets Smith Wealth Management’s Darden Restaurants DRI Stock Holding History

Sheets Smith 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	$779K	Sell	3,781 -500	-12%	-$100K	0.08%	234
2026 Q1	$839K	Hold	4,281	–	–	0.09%	207
2025 Q4	$788K	Buy	4,281 +500	+13%	+$91.1K	0.09%	213
2025 Q3	$720K	Sell	3,781 -664	-15%	-$137K	0.08%	231
2025 Q2	$969K	Hold	4,445	–	–	0.11%	169
2025 Q1	$923K	Buy	4,445 +300	+7%	+$57.9K	0.11%	167
2024 Q4	$774K	Hold	4,145	–	–	0.09%	187
2024 Q3	$680K	Hold	4,145	–	–	0.08%	206
2024 Q2	$627K	Buy	4,145 +1,000	+32%	+$152K	0.08%	207
2024 Q1	$526K	Buy	+3,145	New	+$522K	0.06%	236

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sheets Smith Wealth Management's DRI Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Darden Restaurants (DRI) stake by 12% in Q2 2026, selling an estimated $100K and leaving 3,781 shares worth $779K. The position accounts for 0.08% of the portfolio, ranked #234.

Sheets Smith Wealth Management first reported a position in DRI in Q1 2024 and has held it in 10 quarters since. The position peaked at $969K in Q2 2025. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Sheets Smith Wealth Management held 3,781 shares of Darden Restaurants worth $779K as of Q2 2026.
Sheets Smith Wealth Management sold 500 Darden Restaurants shares in Q2 2026, an estimated $100K.
Darden Restaurants made up 0.08% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #234 holding.
Sheets Smith Wealth Management first reported a position in Darden Restaurants in Q1 2024 and has held it in 10 quarters since.
Sheets Smith Wealth Management's Darden Restaurants position peaked at $969K in Q2 2025.
1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.