Wambolt & Associates’s Darden Restaurants DRI Stock Holding History

Wambolt & Associates’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
2025 Q2	$404K	Buy	1,840 +67	+4%	+$13.9K	0.14%	127
2025 Q1	$372K	Hold	1,773	–	–	0.13%	130
2024 Q4	$331K	Sell	1,773 -449	-20%	-$75.3K	0.11%	148
2024 Q3	$365K	Hold	2,222	–	–	0.1%	142
2024 Q2	$330K	Hold	2,222	–	–	0.1%	161
2024 Q1	$372K	Buy	2,222 +351	+19%	+$58.3K	0.11%	164
2023 Q4	$307K	Hold	1,871	–	–	0.1%	196
2023 Q3	$266K	Buy	1,871 +67	+4%	+$10.6K	0.1%	206
2023 Q2	$301K	Hold	1,804	–	–	0.11%	200
2023 Q1	$278K	Hold	1,804	–	–	0.1%	216
2022 Q4	$250K	Hold	1,804	–	–	0.1%	209
2022 Q3	$228K	Hold	1,804	–	–	0.1%	215
2022 Q2	$204K	Hold	1,804	–	–	0.08%	226
2022 Q1	$235K	Hold	1,804	–	–	0.09%	224
2021 Q4	$272K	Hold	1,804	–	–	0.1%	212
2021 Q3	$281K	Hold	1,804	–	–	0.11%	200
2021 Q2	$267K	Hold	1,804	–	–	0.11%	210
2021 Q1	$260K	Hold	1,804	–	–	0.14%	190
2020 Q4	$215K	Buy	+1,804	New	+$193K	0.13%	191
2019 Q4	–	Sell	-1,773	Closed	-$210K	–	169
2019 Q3	$210K	Hold	1,773	–	–	0.17%	150
2019 Q2	$216K	Hold	1,773	–	–	0.18%	146
2019 Q1	$207K	Buy	+1,773	New	+$194K	0.19%	142

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wambolt & Associates's DRI Position: Q2 2025 in Review

Wambolt & Associates increased its Darden Restaurants (DRI) stake by 3.8% in Q2 2025, buying an estimated $13.9K and bringing the position to 1,840 shares worth $404K. The position accounts for 0.14% of the portfolio, ranked #127.

Wambolt & Associates first reported a position in DRI in Q1 2019 and has held it in 22 quarters since. 1,059 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

Wambolt & Associates held 1,840 shares of Darden Restaurants worth $404K as of Q2 2025.
Wambolt & Associates bought 67 Darden Restaurants shares in Q2 2025, an estimated $13.9K.
Darden Restaurants made up 0.14% of Wambolt & Associates's portfolio in Q2 2025, its #127 holding.
Wambolt & Associates first reported a position in Darden Restaurants in Q1 2019 and has held it in 22 quarters since.
1,059 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.