Wealth Enhancement Advisory Services
DRI icon

Wealth Enhancement Advisory Services’s Darden Restaurants DRI Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.39M Sell
40,450
-38,015
-48% -$7.62M 0.01% 808
2026
Q1 		$14.7M Sell
78,465
-5,448
-6% -$1.12M 0.03% 481
2025
Q4 		$16.8M Buy
83,913
+32,678
+64% +$5.96M 0.02% 527
2025
Q3 		$9.81M Buy
51,235
+66
+0.1% +$13.6K 0.01% 665
2025
Q2 		$11.3M Buy
51,169
+35,939
+236% +$7.46M 0.02% 591
2025
Q1 		$3.16M Buy
15,230
+3,677
+32% +$710K 0.01% 1024
2024
Q4 		$2.16M Buy
11,553
+1,437
+14% +$241K ﹤0.01% 1140
2024
Q3 		$1.66M Sell
10,116
-498
-5% -$75.4K ﹤0.01% 1145
2024
Q2 		$1.61M Buy
10,614
+594
+6% +$90.4K ﹤0.01% 1082
2024
Q1 		$1.67M Buy
10,020
+2,978
+42% +$494K ﹤0.01% 1014
2023
Q4 		$1.16M Sell
7,042
-543
-7% -$82.2K ﹤0.01% 1107
2023
Q3 		$1.09M Buy
+7,585
New +$1.2M ﹤0.01% 1064
2020
Q1 		– Sell
-12,039
Closed -$1.31M – 232
2019
Q4 		$1.31M Buy
12,039
+3,026
+34% +$343K 0.05% 151
2019
Q3 		$1.02M Buy
+9,013
New +$1.1M 0.04% 159

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

Wealth Enhancement Advisory Services's DRI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Darden Restaurants (DRI) stake by 48% in Q2 2026, selling an estimated $7.62M and leaving 40,450 shares worth $7.39M. The position accounts for 0.01% of the portfolio, ranked #808.

Wealth Enhancement Advisory Services first reported a position in DRI in Q3 2019 and has held it in 14 quarters since. The position peaked at $16.8M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,450 shares of Darden Restaurants worth $7.39M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 38,015 Darden Restaurants shares in Q2 2026, an estimated $7.62M.
  • Darden Restaurants made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #808 holding.
  • Wealth Enhancement Advisory Services first reported a position in Darden Restaurants in Q3 2019 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Darden Restaurants position peaked at $16.8M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.