Wetzel Investment Advisors’s Darden Restaurants DRI Stock Holding History

Wetzel Investment 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	-1,194	Closed	-$234K	–	142
2026 Q1	$234K	Sell	1,194 -159	-12%	-$32.7K	0.09%	124
2025 Q4	$249K	Sell	1,353 -10	-0.7%	-$1.82K	0.1%	116
2025 Q3	$259K	Sell	1,363 -41	-3%	-$8.43K	0.11%	108
2025 Q2	$306K	Sell	1,404 -198	-12%	-$41.1K	0.14%	94
2025 Q1	$333K	Sell	1,602 -31	-2%	-$5.98K	0.17%	85
2024 Q4	$305K	Sell	1,633 -2	-0.1%	-$335	0.15%	94
2024 Q3	$268K	Buy	1,635 +125	+8%	+$18.9K	0.13%	101
2024 Q2	$252K	Sell	1,510 -37	-2%	-$5.63K	0.14%	99
2024 Q1	$236K	Buy	1,547 +41	+3%	+$6.8K	0.14%	101
2023 Q4	$247K	Buy	+1,506	New	+$228K	0.15%	98

Other funds holding DRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wetzel Investment Advisors's DRI Position: Q2 2026 in Review

Wetzel Investment Advisors sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 1,194 shares — an estimated $234K sold.

Wetzel Investment Advisors first reported a position in DRI in Q4 2023 and held it in 10 quarters. The position peaked at $333K in Q1 2025. 618 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Wetzel Investment Advisors reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
Wetzel Investment Advisors sold 1,194 Darden Restaurants shares in Q2 2026, an estimated $234K.
Wetzel Investment Advisors first reported a position in Darden Restaurants in Q4 2023 and held it in 10 quarters.
Wetzel Investment Advisors's Darden Restaurants position peaked at $333K in Q1 2025.
618 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.