Wendell David Associates’s Darden Restaurants DRI Stock Holding History

Wendell David Associates’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	$515K	Hold	2,500	–	–	0.05%	121
2026 Q1	$490K	Hold	2,500	–	–	0.05%	121
2025 Q4	$460K	Hold	2,500	–	–	0.05%	119
2025 Q3	$476K	Hold	2,500	–	–	0.05%	121
2025 Q2	$545K	Hold	2,500	–	–	0.05%	113
2025 Q1	$519K	Hold	2,500	–	–	0.05%	114
2024 Q4	$467K	Hold	2,500	–	–	0.05%	117
2024 Q3	$410K	Hold	2,500	–	–	0.04%	127
2024 Q2	$378K	Hold	2,500	–	–	0.04%	126
2024 Q1	$418K	Hold	2,500	–	–	0.04%	124
2023 Q4	$411K	Hold	2,500	–	–	0.04%	124
2023 Q3	$358K	Buy	+2,500	New	+$396K	0.04%	124

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

Wendell David Associates's DRI Position: Q2 2026 in Review

Wendell David Associates held its Darden Restaurants (DRI) position steady in Q2 2026 at 2,500 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #121.

Wendell David Associates first reported a position in DRI in Q3 2023 and has held it in 12 quarters since. The position peaked at $545K in Q2 2025. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Wendell David Associates held 2,500 shares of Darden Restaurants worth $515K as of Q2 2026.
Wendell David Associates left its Darden Restaurants share count unchanged in Q2 2026.
Darden Restaurants made up 0.05% of Wendell David Associates's portfolio in Q2 2026, its #121 holding.
Wendell David Associates first reported a position in Darden Restaurants in Q3 2023 and has held it in 12 quarters since.
Wendell David Associates's Darden Restaurants position peaked at $545K in Q2 2025.
1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.