Stonebrook Private’s Darden Restaurants DRI Stock Holding History

Stonebrook Private’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	$942K	Sell	4,571 -179	-4%	-$35.9K	0.17%	87
2026 Q1	$931K	Sell	4,750 -130	-3%	-$26.7K	0.2%	81
2025 Q4	$898K	Sell	4,880 -8,545	-64%	-$1.56M	0.19%	80
2025 Q3	$2.56M	Buy	13,425 +60	+0.4%	+$12.3K	0.55%	48
2025 Q2	$2.91M	Buy	13,365 +202	+2%	+$41.9K	0.68%	41
2025 Q1	$2.73M	Buy	13,163 +248	+2%	+$47.9K	0.71%	45
2024 Q4	$2.41M	Sell	12,915 -801	-6%	-$134K	0.63%	43
2024 Q3	$2.25M	Sell	13,716 -114	-0.8%	-$17.3K	0.6%	45
2024 Q2	$2.09M	Buy	13,830 +1,217	+10%	+$185K	0.6%	46
2024 Q1	$2.11M	Buy	12,613 +1,368	+12%	+$227K	0.62%	44
2023 Q4	$1.85M	Buy	+11,245	New	+$1.7M	0.62%	42

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

Stonebrook Private's DRI Position: Q2 2026 in Review

Stonebrook Private reduced its Darden Restaurants (DRI) stake by 3.8% in Q2 2026, selling an estimated $35.9K and leaving 4,571 shares worth $942K. The position accounts for 0.17% of the portfolio, ranked #87.

Stonebrook Private first reported a position in DRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.91M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Stonebrook Private held 4,571 shares of Darden Restaurants worth $942K as of Q2 2026.
Stonebrook Private sold 179 Darden Restaurants shares in Q2 2026, an estimated $35.9K.
Darden Restaurants made up 0.17% of Stonebrook Private's portfolio in Q2 2026, its #87 holding.
Stonebrook Private first reported a position in Darden Restaurants in Q4 2023 and has held it in 11 quarters since.
Stonebrook Private's Darden Restaurants position peaked at $2.91M in Q2 2025.
1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.