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Sunrise Financial Services’s Darden Restaurants DRI Stock Holding History

Sunrise 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 		$1.03K Hold
5
– – ﹤0.01% 485
2026
Q1 		$980 Hold
5
– – ﹤0.01% 500
2025
Q4 		$920 Buy
+5
New +$911 ﹤0.01% 468

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Vanguard Portfolio Management
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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

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

Sunrise Financial Services held its Darden Restaurants (DRI) position steady in Q2 2026 at 5 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Sunrise Financial Services first reported a position in DRI in Q4 2025 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Sunrise Financial Services held 5 shares of Darden Restaurants worth $1.03K as of Q2 2026.
  • Sunrise Financial Services left its Darden Restaurants share count unchanged in Q2 2026.
  • Darden Restaurants made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #485 holding.
  • Sunrise Financial Services first reported a position in Darden Restaurants in Q4 2025 and has held it in 3 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.