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Wealth Preservation Advisors’s Darden Restaurants DRI Stock Holding History

Wealth Preservation 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 		– Sell
-171
Closed -$33.5K – 320
2026
Q1 		$33.5K Sell
171
-262
-61% -$53.9K 0.03% 233
2025
Q4 		$79.7K Hold
433
– – 0.04% 157
2025
Q3 		$82.4K Hold
433
– – 0.05% 146
2025
Q2 		$94.4K Hold
433
– – 0.06% 138
2025
Q1 		$90K Buy
+433
New +$83.6K 0.06% 128

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 Preservation Advisors's DRI Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 171 shares — an estimated $33.5K sold.

Wealth Preservation Advisors first reported a position in DRI in Q1 2025 and held it in 5 quarters. The position peaked at $94.4K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 171 Darden Restaurants shares in Q2 2026, an estimated $33.5K.
  • Wealth Preservation Advisors first reported a position in Darden Restaurants in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Darden Restaurants position peaked at $94.4K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

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