Waverly Advisors’s Darden Restaurants DRI Stock Holding History

Waverly 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	$981K	Sell	4,761 -1,282	-21%	-$257K	0.01%	904
2026 Q1	$1.18M	Buy	6,043 +1,593	+36%	+$328K	0.01%	781
2025 Q4	$819K	Buy	4,450 +1,029	+30%	+$188K	0.01%	825
2025 Q3	$651K	Buy	3,421 +1,185	+53%	+$244K	0.01%	765
2025 Q2	$487K	Buy	2,236 +405	+22%	+$84.1K	0.01%	809
2025 Q1	$380K	Buy	1,831 +41	+2%	+$7.91K	﹤0.01%	853
2024 Q4	$334K	Buy	+1,790	New	+$300K	0.01%	790
2018 Q1	–	Sell	-65	Closed	-$6K	–	234
2017 Q4	$6K	Buy	+65	New	+$5.49K	﹤0.01%	358
2014 Q4	–	Sell	-7,272	Closed	-$334K	–	492
2014 Q3	$334K	Hold	7,272	–	–	0.18%	75
2014 Q2	$301K	Hold	7,272	–	–	0.13%	86
2014 Q1	$330K	Hold	7,272	–	–	0.15%	82
2013 Q4	$353K	Buy	+7,272	New	+$336K	0.12%	99

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

Waverly Advisors's DRI Position: Q2 2026 in Review

Waverly Advisors reduced its Darden Restaurants (DRI) stake by 21% in Q2 2026, selling an estimated $257K and leaving 4,761 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #904.

Waverly Advisors first reported a position in DRI in Q4 2013 and has held it in 12 quarters since. The position peaked at $1.18M in Q1 2026. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Waverly Advisors held 4,761 shares of Darden Restaurants worth $981K as of Q2 2026.
Waverly Advisors sold 1,282 Darden Restaurants shares in Q2 2026, an estimated $257K.
Darden Restaurants made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #904 holding.
Waverly Advisors first reported a position in Darden Restaurants in Q4 2013 and has held it in 12 quarters since.
Waverly Advisors's Darden Restaurants position peaked at $1.18M in Q1 2026.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.