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Sowell Financial Services’s Darden Restaurants DRI Stock Holding History

Sowell Financial Services’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 		$2.51M Buy
12,178
+582
+5% +$117K 0.08% 256
2026
Q1 		$2.27M Buy
11,596
+661
+6% +$136K 0.08% 258
2025
Q4 		$2.01M Buy
10,935
+266
+2% +$48.5K 0.07% 276
2025
Q3 		$2.03M Buy
10,669
+391
+4% +$80.4K 0.08% 271
2025
Q2 		$2.24M Sell
10,278
-324
-3% -$67.2K 0.09% 229
2025
Q1 		$2.2M Buy
+10,602
New +$2.05M 0.1% 216
2024
Q3 		– Sell
-10,069
Closed -$1.52M – 545
2024
Q2 		$1.52M Sell
10,069
-100
-1% -$15.2K 0.07% 268
2024
Q1 		$1.7M Buy
+10,169
New +$1.69M 0.08% 259
2023
Q2 		– Sell
-5,467
Closed -$848K – 622
2023
Q1 		$848K Buy
+5,467
New +$809K 0.07% 328
2021
Q2 		– Sell
-8,114
Closed -$1.15M – 1090
2021
Q1 		$1.15M Sell
8,114
-262
-3% -$34.5K 0.04% 372
2020
Q4 		$998K Sell
8,376
-182
-2% -$19.5K 0.04% 330
2020
Q3 		$862K Buy
8,558
+368
+4% +$30.6K 0.04% 334
2020
Q2 		$621K Buy
8,190
+2,122
+35% +$151K 0.03% 396
2020
Q1 		$330K Buy
6,068
+157
+3% +$15.3K 0.02% 516
2019
Q4 		$644K Buy
5,911
+64
+1% +$7.26K 0.05% 373
2019
Q3 		$691K Buy
+5,847
New +$713K 0.06% 324

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

Sowell Financial Services's DRI Position: Q2 2026 in Review

Sowell Financial Services increased its Darden Restaurants (DRI) stake by 5% in Q2 2026, buying an estimated $117K and bringing the position to 12,178 shares worth $2.51M. The position accounts for 0.08% of the portfolio, ranked #256.

Sowell Financial Services first reported a position in DRI in Q3 2019 and has held it in 16 quarters since. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Sowell Financial Services held 12,178 shares of Darden Restaurants worth $2.51M as of Q2 2026.
  • Sowell Financial Services bought 582 Darden Restaurants shares in Q2 2026, an estimated $117K.
  • Darden Restaurants made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #256 holding.
  • Sowell Financial Services first reported a position in Darden Restaurants in Q3 2019 and has held it in 16 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.