Western Wealth Management’s Darden Restaurants DRI Stock Holding History

Western Wealth Management’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	$447K	Hold	2,170	–	–	0.01%	711
2026 Q1	$425K	Hold	2,170	–	–	0.02%	686
2025 Q4	$399K	Sell	2,170 -7,299	-77%	-$1.33M	0.02%	577
2025 Q3	$1.8M	Buy	9,469 +83	+0.9%	+$17.1K	0.1%	206
2025 Q2	$2.05M	Sell	9,386 -1	-0%	-$208	0.12%	164
2025 Q1	$1.95M	Sell	9,387 -43	-0.5%	-$8.3K	0.13%	158
2024 Q4	$1.76M	Sell	9,430 -4	-0%	-$671	0.09%	218
2024 Q3	$1.55M	Sell	9,434 -21	-0.2%	-$3.18K	0.09%	233
2024 Q2	$1.43M	Sell	9,455 -36	-0.4%	-$5.48K	0.11%	170
2024 Q1	$1.59M	Buy	9,491 +17	+0.2%	+$2.82K	0.12%	160
2023 Q4	$1.56M	Buy	9,474 +22	+0.2%	+$3.33K	0.11%	187
2023 Q3	$1.35M	Buy	+9,452	New	+$1.5M	0.11%	184

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

Western Wealth Management's DRI Position: Q2 2026 in Review

Western Wealth Management held its Darden Restaurants (DRI) position steady in Q2 2026 at 2,170 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #711.

Western Wealth Management first reported a position in DRI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q2 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Western Wealth Management held 2,170 shares of Darden Restaurants worth $447K as of Q2 2026.
Western Wealth Management left its Darden Restaurants share count unchanged in Q2 2026.
Darden Restaurants made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #711 holding.
Western Wealth Management first reported a position in Darden Restaurants in Q3 2023 and has held it in 12 quarters since.
Western Wealth Management's Darden Restaurants position peaked at $2.05M in Q2 2025.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

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