UBS Group
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UBS Group’s Darden Restaurants DRI Stock Holding History

UBS 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 		$1.81M Sell
8,800
-61,300
-87% -$12.3M ﹤0.01% 5192
2026
Q1 		$13.7M Sell
70,100
-61,000
-47% -$12.5M ﹤0.01% 3004
2025
Q4 		$24.1M Buy
131,100
+21,900
+20% +$3.99M ﹤0.01% 2406
2025
Q3 		$20.8M Buy
109,200
+12,000
+12% +$2.47M ﹤0.01% 2516
2025
Q2 		$21.2M Sell
97,200
-47,200
-33% -$9.8M ﹤0.01% 2302
2025
Q1 		$30M Buy
144,400
+93,000
+181% +$18M 0.01% 1952
2024
Q4 		$9.6M Buy
51,400
+6,400
+14% +$1.07M ﹤0.01% 3100
2024
Q3 		$7.39M Hold
45,000
– – ﹤0.01% 2671
2024
Q2 		$6.81M Hold
45,000
– – ﹤0.01% 2552
2024
Q1 		$7.52M Buy
45,000
+15,000
+50% +$2.49M ﹤0.01% 2538
2023
Q4 		$4.93M Hold
30,000
– – ﹤0.01% 2792
2023
Q3 		$4.3M Buy
+30,000
New +$4.76M ﹤0.01% 2721
2021
Q3 		– Sell
-3,400
Closed -$496K – 9641
2021
Q2 		$496K Buy
+3,400
New +$478K ﹤0.01% 4740
2020
Q4 		– Sell
-10,000
Closed -$1.01M – 8461
2020
Q3 		$1.01M Buy
10,000
+3,600
+56% +$299K ﹤0.01% 3633
2020
Q2 		$485K Buy
+6,400
New +$454K ﹤0.01% 4162
2018
Q2 		– Sell
-4,300
Closed -$367K – 8032
2018
Q1 		$367K Buy
+4,300
New +$407K ﹤0.01% 4403
2017
Q3 		– Sell
-45,000
Closed -$4.07M – 7767
2017
Q2 		$4.07M Buy
45,000
+9,000
+25% +$787K ﹤0.01% 2341
2017
Q1 		$3.01M Buy
+36,000
New +$2.7M ﹤0.01% 2547
2016
Q2 		– Sell
-30,000
Closed -$1.99M – 7774
2016
Q1 		$1.99M Buy
+30,000
New +$1.9M ﹤0.01% 2676
2015
Q4 		– Sell
-112
Closed -$7K – 8387
2015
Q3 		$7K Sell
112
-3,692
-97% -$234K ﹤0.01% 7488
2015
Q2 		$242K Sell
3,804
-3,691
-49% -$218K ﹤0.01% 4708
2015
Q1 		$465K Buy
7,495
+2,013
+37% +$113K ﹤0.01% 4198
2014
Q4 		$287K Buy
+5,482
New +$266K ﹤0.01% 4692

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

UBS Group's DRI Position: Q2 2026 in Review

UBS Group increased its Darden Restaurants (DRI) stake by 11% in Q2 2026, buying an estimated $20.6M and bringing the position to 1,067,485 shares worth $220M. The position accounts for 0.03% of the portfolio, ranked #615.

UBS Group first reported a position in DRI in Q4 2014 and has held it in 47 quarters since. The position peaked at $287M in Q4 2024. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • UBS Group held 1,067,485 shares of Darden Restaurants worth $220M as of Q2 2026.
  • UBS Group bought 102,728 Darden Restaurants shares in Q2 2026, an estimated $20.6M.
  • Darden Restaurants made up 0.03% of UBS Group's portfolio in Q2 2026, its #615 holding.
  • UBS Group first reported a position in Darden Restaurants in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Darden Restaurants position peaked at $287M in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.