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Wealth Alliance’s Darden Restaurants DRI Stock Holding History

Wealth Alliance’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 		$947K Buy
4,599
+2,461
+115% +$493K 0.08% 202
2026
Q1 		$419K Buy
+2,138
New +$440K 0.04% 336

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Vanguard Portfolio Management
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State Street
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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

Wealth Alliance's DRI Position: Q2 2026 in Review

Wealth Alliance increased its Darden Restaurants (DRI) stake by 115% in Q2 2026, buying an estimated $493K and bringing the position to 4,599 shares worth $947K. The position accounts for 0.08% of the portfolio, ranked #202.

Wealth Alliance first reported a position in DRI in Q1 2026 and has held it in 2 quarters since. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Wealth Alliance held 4,599 shares of Darden Restaurants worth $947K as of Q2 2026.
  • Wealth Alliance bought 2,461 Darden Restaurants shares in Q2 2026, an estimated $493K.
  • Darden Restaurants made up 0.08% of Wealth Alliance's portfolio in Q2 2026, its #202 holding.
  • Wealth Alliance first reported a position in Darden Restaurants in Q1 2026 and has held it in 2 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.