TWD
DRI icon

True Wealth Design’s Darden Restaurants DRI Stock Holding History

True Wealth Design’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 		$46.4K Buy
225
+75
+50% +$15K 0.01% 516
2026
Q1 		$29.4K Buy
150
+68
+83% +$14K 0.01% 563
2025
Q4 		$15.1K Sell
82
-16
-16% -$2.92K ﹤0.01% 706
2025
Q3 		$18.7K Sell
98
-37
-27% -$7.61K 0.01% 643
2025
Q2 		$29.4K Buy
135
+109
+419% +$22.6K 0.01% 300
2025
Q1 		$5.4K Buy
26
+17
+189% +$3.28K ﹤0.01% 659
2024
Q4 		$1.68K Buy
9
+2
+29% +$335 ﹤0.01% 786
2024
Q3 		$1.15K Buy
7
+1
+17% +$151 ﹤0.01% 939
2024
Q2 		$908 Buy
6
+1
+20% +$152 ﹤0.01% 531
2024
Q1 		$836 Buy
5
+2
+67% +$332 ﹤0.01% 502
2023
Q4 		$493 Hold
3
– – ﹤0.01% 476
2023
Q3 		$430 Hold
3
– – ﹤0.01% 456
2023
Q2 		$502 Hold
3
– – ﹤0.01% 440
2023
Q1 		$466 Hold
3
– – ﹤0.01% 540
2022
Q4 		$415 Buy
+3
New +$418 ﹤0.01% 502

Other funds holding DRI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

True Wealth Design's DRI Position: Q2 2026 in Review

True Wealth Design increased its Darden Restaurants (DRI) stake by 50% in Q2 2026, buying an estimated $15K and bringing the position to 225 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #516.

True Wealth Design first reported a position in DRI in Q4 2022 and has held it in 15 quarters since. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • True Wealth Design held 225 shares of Darden Restaurants worth $46.4K as of Q2 2026.
  • True Wealth Design bought 75 Darden Restaurants shares in Q2 2026, an estimated $15K.
  • Darden Restaurants made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #516 holding.
  • True Wealth Design first reported a position in Darden Restaurants in Q4 2022 and has held it in 15 quarters since.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.