ZWJ Investment Counsel’s Darden Restaurants DRI Stock Holding History

ZWJ Investment Counsel’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	$816K	Buy	3,960 +1,260	+47%	+$252K	0.03%	141
2026 Q1	$529K	Sell	2,700 -9	-0.3%	-$1.85K	0.02%	149
2025 Q4	$499K	Hold	2,709	–	–	0.02%	147
2025 Q3	$516K	Buy	2,709 +6	+0.2%	+$1.23K	0.02%	149
2025 Q2	$589K	Hold	2,703	–	–	0.02%	134
2025 Q1	$562K	Hold	2,703	–	–	0.02%	139
2024 Q4	$505K	Buy	2,703 +3	+0.1%	+$503	0.02%	148
2024 Q3	$443K	Sell	2,700 -200	-7%	-$30.3K	0.02%	157
2024 Q2	$439K	Hold	2,900	–	–	0.02%	154
2024 Q1	$485K	Sell	2,900 -47	-2%	-$7.8K	0.02%	152
2023 Q4	$484K	Buy	2,947 +1	+0%	+$151	0.02%	137
2023 Q3	$422K	Hold	2,946	–	–	0.02%	141
2023 Q2	$492K	Hold	2,946	–	–	0.03%	134
2023 Q1	$457K	Buy	2,946 +401	+16%	+$59.3K	0.03%	132
2022 Q4	$352K	Hold	2,545	–	–	0.02%	144
2022 Q3	$321K	Hold	2,545	–	–	0.02%	145
2022 Q2	$288K	Sell	2,545 -130	-5%	-$16.2K	0.02%	157
2022 Q1	$356K	Hold	2,675	–	–	0.02%	137
2021 Q4	$403K	Hold	2,675	–	–	0.02%	139
2021 Q3	$405K	Hold	2,675	–	–	0.02%	136
2021 Q2	$391K	Sell	2,675 -700	-21%	-$98.5K	0.02%	136
2021 Q1	$479K	Buy	3,375 +600	+22%	+$79K	0.03%	124
2020 Q4	$331K	Hold	2,775	–	–	0.02%	140
2020 Q3	$280K	Hold	2,775	–	–	0.02%	128
2020 Q2	$210K	Buy	+2,775	New	+$197K	0.02%	140
2020 Q1	–	Sell	-2,616	Closed	-$285K	–	201
2019 Q4	$285K	Buy	2,616 +116	+5%	+$13.2K	0.02%	187
2019 Q3	$296K	Hold	2,500	–	–	0.02%	130
2019 Q2	$304K	Hold	2,500	–	–	0.02%	133
2019 Q1	$304K	Sell	2,500 -600	-19%	-$65.8K	0.03%	128
2018 Q4	$310K	Buy	3,100 +600	+24%	+$64.2K	0.03%	131
2018 Q3	$278K	Hold	2,500	–	–	0.02%	137
2018 Q2	$268K	Sell	2,500 -528	-17%	-$48.3K	0.02%	132
2018 Q1	$258K	Sell	3,028 -100	-3%	-$9.47K	0.02%	137
2017 Q4	$300K	Hold	3,128	–	–	0.02%	227
2017 Q3	$246K	Buy	3,128 +1	+0%	+$84	0.02%	253
2017 Q2	$283K	Sell	3,127 -600	-16%	-$52.4K	0.02%	242
2017 Q1	$312K	Sell	3,727 -61	-2%	-$4.57K	0.03%	240
2016 Q4	$275K	Hold	3,788	–	–	0.03%	135
2016 Q3	$232K	Sell	3,788 -600	-14%	-$37.2K	0.02%	136
2016 Q2	$278K	Hold	4,388	–	–	0.03%	132
2016 Q1	$291K	Buy	4,388 +588	+15%	+$37.2K	0.03%	132
2015 Q4	$242K	Buy	+3,800	New	+$221K	0.03%	135

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

ZWJ Investment Counsel's DRI Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Darden Restaurants (DRI) stake by 47% in Q2 2026, buying an estimated $252K and bringing the position to 3,960 shares worth $816K. The position accounts for 0.03% of the portfolio, ranked #141.

ZWJ Investment Counsel first reported a position in DRI in Q4 2015 and has held it in 42 quarters since. 1,081 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

ZWJ Investment Counsel held 3,960 shares of Darden Restaurants worth $816K as of Q2 2026.
ZWJ Investment Counsel bought 1,260 Darden Restaurants shares in Q2 2026, an estimated $252K.
Darden Restaurants made up 0.03% of ZWJ Investment Counsel's portfolio in Q2 2026, its #141 holding.
ZWJ Investment Counsel first reported a position in Darden Restaurants in Q4 2015 and has held it in 42 quarters since.
1,081 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.