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SHP Wealth Management’s Darden Restaurants DRI Stock Holding History

SHP 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 		$68.9K Buy
335
+14
+4% +$2.81K ﹤0.01% 475
2026
Q1 		$62.8K Buy
321
+4
+1% +$823 ﹤0.01% 452
2025
Q4 		$58.3K Buy
+317
New +$57.8K ﹤0.01% 446

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Darden Restaurants (DRI) stake by 4.4% in Q2 2026, buying an estimated $2.81K and bringing the position to 335 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

SHP Wealth Management first reported a position in DRI in Q4 2025 and has held it in 3 quarters since. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • SHP Wealth Management held 335 shares of Darden Restaurants worth $68.9K as of Q2 2026.
  • SHP Wealth Management bought 14 Darden Restaurants shares in Q2 2026, an estimated $2.81K.
  • Darden Restaurants made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #475 holding.
  • SHP Wealth Management first reported a position in Darden Restaurants in Q4 2025 and has held it in 3 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.