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Synergy Investment Management’s Darden Restaurants DRI Stock Holding History

Synergy 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 		$438K Hold
2,125
– – 0.11% 108
2026
Q1 		$417K Hold
2,125
– – 0.14% 88
2025
Q4 		$391K Hold
2,125
– – 0.14% 92
2025
Q3 		$405K Hold
2,125
– – 0.15% 84
2025
Q2 		$463K Hold
2,125
– – 0.28% 44
2025
Q1 		$441K Sell
2,125
-106
-5% -$20.5K 0.18% 78
2024
Q4 		$416K Buy
+2,231
New +$374K 0.18% 75

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Vanguard Capital Management
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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

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

Synergy Investment Management held its Darden Restaurants (DRI) position steady in Q2 2026 at 2,125 shares worth $438K. The position accounts for 0.11% of the portfolio, ranked #108.

Synergy Investment Management first reported a position in DRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $463K in Q2 2025. 1,081 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Synergy Investment Management held 2,125 shares of Darden Restaurants worth $438K as of Q2 2026.
  • Synergy Investment Management left its Darden Restaurants share count unchanged in Q2 2026.
  • Darden Restaurants made up 0.11% of Synergy Investment Management's portfolio in Q2 2026, its #108 holding.
  • Synergy Investment Management first reported a position in Darden Restaurants in Q4 2024 and has held it in 7 quarters since.
  • Synergy Investment Management's Darden Restaurants position peaked at $463K in Q2 2025.
  • 1,081 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.