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Taylor Financial Group’s Darden Restaurants DRI Stock Holding History

Taylor Financial Group’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 		$201K Buy
+975
New +$195K 0.11% 102
2025
Q3 		– Sell
-975
Closed -$213K – 107
2025
Q2 		$213K Hold
975
– – 0.13% 99
2025
Q1 		$203K Buy
+975
New +$188K 0.14% 96

Other funds holding DRI

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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

Taylor Financial Group's DRI Position: Q2 2026 in Review

Taylor Financial Group opened a new position in Darden Restaurants (DRI) in Q2 2026: 975 shares worth $201K. The stake represents 0.11% of the portfolio and ranks #102 among its holdings. This is a return to the name: Taylor Financial Group previously reported a position in DRI as recently as Q2 2025.

Taylor Financial Group first reported a position in DRI in Q1 2025 and has held it in 3 quarters since. The position peaked at $213K in Q2 2025. 1,084 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Taylor Financial Group held 975 shares of Darden Restaurants worth $201K as of Q2 2026.
  • Darden Restaurants was a new Taylor Financial Group position in Q2 2026.
  • Darden Restaurants made up 0.11% of Taylor Financial Group's portfolio in Q2 2026, its #102 holding.
  • Taylor Financial Group first reported a position in Darden Restaurants in Q1 2025 and has held it in 3 quarters since.
  • Taylor Financial Group's Darden Restaurants position peaked at $213K in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.