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Valued Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Valued Wealth Advisors’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 		$15.4K Buy
75
+2
+3% +$401 0.01% 240
2026
Q1 		$14.3K Buy
73
+10
+16% +$2.06K 0.01% 229
2025
Q4 		$11.5K Sell
63
-3
-5% -$547 0.01% 204
2025
Q3 		$12.6K Hold
66
– – 0.01% 193
2025
Q2 		$14.3K Buy
66
+1
+2% +$208 0.01% 180
2025
Q1 		$13.6K Sell
65
-5
-7% -$965 0.01% 190
2024
Q4 		$13.1K Buy
70
+17
+32% +$2.85K 0.01% 196
2024
Q3 		$8.7K Sell
53
-26
-33% -$3.94K 0.01% 230
2024
Q2 		$12K Buy
79
+14
+22% +$2.13K 0.01% 180
2024
Q1 		$10.9K Buy
65
+43
+195% +$7.14K 0.01% 175
2023
Q4 		$3.15K Buy
+22
New +$3.33K ﹤0.01% 254

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

Valued Wealth Advisors's DRI Position: Q2 2026 in Review

Valued Wealth Advisors increased its Darden Restaurants (DRI) stake by 2.7% in Q2 2026, buying an estimated $401 and bringing the position to 75 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #240.

Valued Wealth Advisors first reported a position in DRI in Q4 2023 and has held it in 11 quarters since. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Valued Wealth Advisors held 75 shares of Darden Restaurants worth $15.4K as of Q2 2026.
  • Valued Wealth Advisors bought 2 Darden Restaurants shares in Q2 2026, an estimated $401.
  • Darden Restaurants made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #240 holding.
  • Valued Wealth Advisors first reported a position in Darden Restaurants in Q4 2023 and has held it in 11 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.