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Strategic Wealth Partners’s Darden Restaurants DRI Stock Holding History

Strategic Wealth Partners’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 		$10.4M Buy
50,307
+5,440
+12% +$1.09M 0.64% 58
2026
Q1 		$8.8M Buy
44,867
+2,852
+7% +$586K 0.61% 59
2025
Q4 		$7.73M Buy
42,015
+41,937
+53,765% +$7.64M 0.53% 58
2025
Q3 		$14.8K Hold
78
– – ﹤0.01% 806
2025
Q2 		$17K Buy
+78
New +$16.2K ﹤0.01% 685
2024
Q2 		– Sell
-25,223
Closed -$4.22M – 293
2024
Q1 		$4.22M Buy
+25,223
New +$4.19M 0.46% 75
2020
Q2 		– Sell
-6,274
Closed -$684K – 139
2020
Q1 		$684K Hold
6,274
– – 0.36% 82
2019
Q4 		$684K Sell
6,274
-2,723
-30% -$309K 0.36% 82
2019
Q3 		$116K Sell
8,997
-1,554
-15% -$190K 0.6% 49
2019
Q2 		$1.28M Sell
10,551
-490
-4% -$58.3K 0.62% 47
2019
Q1 		$1.33M Buy
11,041
+1,255
+13% +$138K 0.61% 47
2018
Q4 		$1.06M Sell
9,786
-123
-1% -$13.2K 0.53% 53
2018
Q3 		$1.1M Sell
9,909
-627
-6% -$70.6K 0.59% 55
2018
Q2 		$1.13M Buy
10,536
+10,507
+36,231% +$962K 0.65% 39
2018
Q1 		$2K Hold
29
– – ﹤0.01% 731
2017
Q4 		$3K Buy
+29
New +$2.45K ﹤0.01% 662

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

Strategic Wealth Partners's DRI Position: Q2 2026 in Review

Strategic Wealth Partners increased its Darden Restaurants (DRI) stake by 12% in Q2 2026, buying an estimated $1.09M and bringing the position to 50,307 shares worth $10.4M. The position accounts for 0.64% of the portfolio, ranked #58.

Strategic Wealth Partners first reported a position in DRI in Q4 2017 and has held it in 16 quarters since. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Strategic Wealth Partners held 50,307 shares of Darden Restaurants worth $10.4M as of Q2 2026.
  • Strategic Wealth Partners bought 5,440 Darden Restaurants shares in Q2 2026, an estimated $1.09M.
  • Darden Restaurants made up 0.64% of Strategic Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Strategic Wealth Partners first reported a position in Darden Restaurants in Q4 2017 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 Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.