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Whalen Wealth Management’s Darden Restaurants DRI Stock Holding History

Whalen 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
Q3 		– Sell
-2,257
Closed -$465K – 217
2026
Q2 		$465K Buy
+2,257
New +$452K 0.21% 118

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ISB
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GI
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MNBTD
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CAM
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FFA
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Whalen Wealth Management's DRI Position: Q3 2026 in Review

Whalen Wealth Management sold out of Darden Restaurants (DRI) in Q3 2026, closing a stake of 2,257 shares — an estimated $465K sold.

Whalen Wealth Management first reported a position in DRI in Q2 2026 and held it in 1 quarter. The position peaked at $465K in Q2 2026. 41 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Whalen Wealth Management reported no remaining Darden Restaurants position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 2,257 Darden Restaurants shares in Q3 2026, an estimated $465K.
  • Whalen Wealth Management first reported a position in Darden Restaurants in Q2 2026 and held it in 1 quarter.
  • Whalen Wealth Management's Darden Restaurants position peaked at $465K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.