WI
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WBI Investments’s Darden Restaurants DRI Stock Holding History

WBI Investments’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 		$255K Sell
1,238
-5,991
-83% -$1.2M 0.06% 265
2026
Q1 		$1.42M Buy
7,229
+5,808
+409% +$1.19M 0.39% 56
2025
Q4 		$261K Buy
+1,421
New +$259K 0.07% 267
2024
Q4 		– Sell
-3,330
Closed -$547K – 228
2024
Q3 		$547K Buy
+3,330
New +$504K 0.13% 163
2022
Q1 		– Sell
-26,571
Closed -$3.92M – 194
2021
Q4 		$3.92M Buy
+26,571
New +$3.93M 0.63% 39
2019
Q3 		– Sell
-62,746
Closed -$7.64M – 226
2019
Q2 		$7.64M Buy
62,746
+16,229
+35% +$1.93M 0.67% 26
2019
Q1 		$5.65M Buy
+46,517
New +$5.1M 0.43% 54
2018
Q3 		– Sell
-278,509
Closed -$29.8M – 264
2018
Q2 		$29.8M Buy
+278,509
New +$25.5M 1.58% 18
2018
Q1 		– Sell
-397,402
Closed -$38.2M – 216
2017
Q4 		$38.2M Buy
+397,402
New +$33.6M 1.76% 13
2017
Q3 		– Sell
-99,097
Closed -$8.96M – 310
2017
Q2 		$8.96M Sell
99,097
-2,642
-3% -$231K 0.39% 51
2017
Q1 		$8.51M Buy
+101,739
New +$7.62M 0.38% 56
2016
Q3 		– Sell
-902,512
Closed -$57.2M – 282
2016
Q2 		$57.2M Buy
+902,512
New +$59M 2.04% 15
2016
Q1 		– Sell
-288,824
Closed -$18.4M – 151
2015
Q4 		$18.4M Buy
288,824
+174,368
+152% +$10.1M 0.53% 42
2015
Q3 		$7.01M Buy
+114,456
New +$7.26M 0.24% 67

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

WBI Investments's DRI Position: Q2 2026 in Review

WBI Investments reduced its Darden Restaurants (DRI) stake by 83% in Q2 2026, selling an estimated $1.2M and leaving 1,238 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #265.

WBI Investments first reported a position in DRI in Q3 2015 and has held it in 14 quarters since. The position peaked at $57.2M in Q2 2016. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • WBI Investments held 1,238 shares of Darden Restaurants worth $255K as of Q2 2026.
  • WBI Investments sold 5,991 Darden Restaurants shares in Q2 2026, an estimated $1.2M.
  • Darden Restaurants made up 0.06% of WBI Investments's portfolio in Q2 2026, its #265 holding.
  • WBI Investments first reported a position in Darden Restaurants in Q3 2015 and has held it in 14 quarters since.
  • WBI Investments's Darden Restaurants position peaked at $57.2M in Q2 2016.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.