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SWP Investment Management’s Darden Restaurants DRI Stock Holding History

SWP Investment Management’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 		$2.53M Buy
12,288
+460
+4% +$92.2K 1.75% 34
2026
Q1 		$2.32M Buy
11,828
+230
+2% +$47.3K 1.73% 33
2025
Q4 		$2.13M Buy
+11,598
New +$2.11M 1.55% 32

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

SWP Investment Management's DRI Position: Q2 2026 in Review

SWP Investment Management increased its Darden Restaurants (DRI) stake by 3.9% in Q2 2026, buying an estimated $92.2K and bringing the position to 12,288 shares worth $2.53M. The position accounts for 1.75% of the portfolio, ranked #34.

SWP Investment Management first reported a position in DRI in Q4 2025 and has held it in 3 quarters since. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • SWP Investment Management held 12,288 shares of Darden Restaurants worth $2.53M as of Q2 2026.
  • SWP Investment Management bought 460 Darden Restaurants shares in Q2 2026, an estimated $92.2K.
  • Darden Restaurants made up 1.75% of SWP Investment Management's portfolio in Q2 2026, its #34 holding.
  • SWP Investment Management first reported a position in Darden Restaurants in Q4 2025 and has held it in 3 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.