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 Q2	$465K	Buy	+2,257	New	+$452K	0.21%	118

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

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

Whalen Wealth Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 2,257 shares worth $465K. The stake represents 0.21% of the portfolio and ranks #118 among its holdings.

1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Whalen Wealth Management held 2,257 shares of Darden Restaurants worth $465K as of Q2 2026.
Darden Restaurants was a new Whalen Wealth Management position in Q2 2026.
Darden Restaurants made up 0.21% of Whalen Wealth Management's portfolio in Q2 2026, its #118 holding.
1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

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