WBC
DRI icon

West Branch Capital’s Darden Restaurants DRI Stock Holding History

West Branch Capital’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 		$28K Hold
136
– – 0.01% 166
2026
Q1 		$26.7K Hold
136
– – 0.01% 165
2025
Q4 		$25K Hold
136
– – 0.01% 178
2025
Q3 		$25.9K Hold
136
– – 0.01% 190
2025
Q2 		$29.6K Hold
136
– – 0.01% 178
2025
Q1 		$28.3K Hold
136
– – 0.01% 188
2024
Q4 		$25.4K Hold
136
– – 0.01% 204
2024
Q3 		$22.3K Hold
136
– – 0.01% 215
2024
Q2 		$20.6K Hold
136
– – 0.01% 221
2024
Q1 		$22.7K Hold
136
– – 0.01% 218
2023
Q4 		$22.3K Hold
136
– – 0.01% 212
2023
Q3 		$19.5K Hold
136
– – 0.01% 224
2023
Q2 		$22.7K Hold
136
– – 0.01% 218
2023
Q1 		$21.1K Hold
136
– – 0.01% 225
2022
Q4 		$18.8K Hold
136
– – 0.01% 231
2022
Q3 		$17K Buy
136
+100
+278% +$12.5K 0.01% 239
2022
Q2 		$4K Hold
36
– – ﹤0.01% 348
2022
Q1 		$5K Hold
36
– – ﹤0.01% 351
2021
Q4 		$5K Hold
36
– – ﹤0.01% 379
2021
Q3 		$5K Hold
36
– – ﹤0.01% 357
2021
Q2 		$5K Buy
+36
New +$5.07K ﹤0.01% 374

Other funds holding DRI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

West Branch Capital's DRI Position: Q2 2026 in Review

West Branch Capital held its Darden Restaurants (DRI) position steady in Q2 2026 at 136 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #166.

West Branch Capital first reported a position in DRI in Q2 2021 and has held it in 21 quarters since. The position peaked at $29.6K in Q2 2025. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • West Branch Capital held 136 shares of Darden Restaurants worth $28K as of Q2 2026.
  • West Branch Capital left its Darden Restaurants share count unchanged in Q2 2026.
  • Darden Restaurants made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #166 holding.
  • West Branch Capital first reported a position in Darden Restaurants in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Darden Restaurants position peaked at $29.6K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.