Williams Jones Wealth Management’s Darden Restaurants DRI Stock Holding History

Williams Jones 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	$9.41M	Sell	45,695 -3	-0%	-$601	0.11%	105
2026 Q1	$8.96M	Buy	45,698 +3	+0%	+$617	0.11%	103
2025 Q4	$8.41M	Hold	45,695	–	–	0.1%	105
2025 Q3	$8.7M	Hold	45,695	–	–	0.1%	103
2025 Q2	$9.96M	Hold	45,695	–	–	0.12%	100
2025 Q1	$9.49M	Hold	45,695	–	–	0.12%	101
2024 Q4	$8.53M	Hold	45,695	–	–	0.1%	112
2024 Q3	$7.5M	Buy	45,695 +1	+0%	+$151	0.09%	124
2024 Q2	$6.91M	Hold	45,694	–	–	0.09%	121
2024 Q1	$7.64M	Sell	45,694 -1	-0%	-$166	0.1%	117
2023 Q4	$7.51M	Hold	45,695	–	–	0.11%	116
2023 Q3	$6.54M	Hold	45,695	–	–	0.1%	120
2023 Q2	$7.63M	Hold	45,695	–	–	0.11%	114
2023 Q1	$7.09M	Sell	45,695 -7	-0%	-$1.04K	0.11%	122
2022 Q4	$6.32M	Buy	45,702 +5	+0%	+$697	0.11%	126
2022 Q3	$5.77M	Sell	45,697 -2,004	-4%	-$250K	0.1%	127
2022 Q2	$5.4M	Buy	47,701 +32,225	+208%	+$4.02M	0.09%	140
2022 Q1	$2.06M	Buy	+15,476	New	+$2.14M	0.03%	196

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

Williams Jones Wealth Management's DRI Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Darden Restaurants (DRI) stake by 0.01% in Q2 2026, selling an estimated $601 and leaving 45,695 shares worth $9.41M. The position accounts for 0.11% of the portfolio, ranked #105.

Williams Jones Wealth Management first reported a position in DRI in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.96M in Q2 2025. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Williams Jones Wealth Management held 45,695 shares of Darden Restaurants worth $9.41M as of Q2 2026.
Williams Jones Wealth Management sold 3 Darden Restaurants shares in Q2 2026, an estimated $601.
Darden Restaurants made up 0.11% of Williams Jones Wealth Management's portfolio in Q2 2026, its #105 holding.
Williams Jones Wealth Management first reported a position in Darden Restaurants in Q1 2022 and has held it in 18 quarters since.
Williams Jones Wealth Management's Darden Restaurants position peaked at $9.96M in Q2 2025.
1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.