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Simplicity Wealth’s Darden Restaurants DRI Stock Holding History

Simplicity Wealth’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 		$2.33M Buy
+11,304
New +$2.26M 0.08% 242
2026
Q1 		– Sell
-1,088
Closed -$200K – 769
2025
Q4 		$200K Buy
+1,088
New +$198K 0.01% 680
2024
Q3 		– Sell
-3,775
Closed -$571K – 682
2024
Q2 		$571K Sell
3,775
-84
-2% -$12.8K 0.01% 702
2024
Q1 		$645K Buy
+3,859
New +$640K 0.02% 648

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

Simplicity Wealth's DRI Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Darden Restaurants (DRI) in Q2 2026: 11,304 shares worth $2.33M. The stake represents 0.08% of the portfolio and ranks #242 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in DRI as recently as Q4 2025.

Simplicity Wealth first reported a position in DRI in Q1 2024 and has held it in 4 quarters since. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Simplicity Wealth held 11,304 shares of Darden Restaurants worth $2.33M as of Q2 2026.
  • Darden Restaurants was a new Simplicity Wealth position in Q2 2026.
  • Darden Restaurants made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #242 holding.
  • Simplicity Wealth first reported a position in Darden Restaurants in Q1 2024 and has held it in 4 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

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