Venturi Wealth Management’s Darden Restaurants DRI Stock Holding History

Venturi Wealth 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	$491K	Buy	2,381 +994	+72%	+$199K	0.02%	377
2026 Q1	$272K	Sell	1,387 -682	-33%	-$140K	0.01%	497
2025 Q4	$381K	Sell	2,069 -306	-13%	-$55.8K	0.02%	414
2025 Q3	$452K	Buy	2,375 +109	+5%	+$22.4K	0.02%	357
2025 Q2	$494K	Buy	2,266 +147	+7%	+$30.5K	0.02%	328
2025 Q1	$440K	Buy	2,119 +64	+3%	+$12.4K	0.02%	350
2024 Q4	$384K	Buy	+2,055	New	+$345K	0.02%	384
2024 Q3	–	Sell	-167	Closed	-$25.3K	–	1808
2024 Q2	$25.3K	Buy	167 +149	+828%	+$22.7K	﹤0.01%	880
2024 Q1	$3.01K	Buy	+18	New	+$2.99K	﹤0.01%	1179

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Venturi Wealth Management's DRI Position: Q2 2026 in Review

Venturi Wealth Management increased its Darden Restaurants (DRI) stake by 72% in Q2 2026, buying an estimated $199K and bringing the position to 2,381 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #377.

Venturi Wealth Management first reported a position in DRI in Q1 2024 and has held it in 9 quarters since. The position peaked at $494K in Q2 2025. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Venturi Wealth Management held 2,381 shares of Darden Restaurants worth $491K as of Q2 2026.
Venturi Wealth Management bought 994 Darden Restaurants shares in Q2 2026, an estimated $199K.
Darden Restaurants made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #377 holding.
Venturi Wealth Management first reported a position in Darden Restaurants in Q1 2024 and has held it in 9 quarters since.
Venturi Wealth Management's Darden Restaurants position peaked at $494K in Q2 2025.
1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.