AA Financial Advisors
DRI icon

AA Financial Advisors’s Darden Restaurants DRI Stock Holding History

AA Financial 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
Q3 		$254K Sell
1,312
-3
-0.2% -$627 0.03% 224
2026
Q2 		$271K Sell
1,315
-104
-7% -$20.8K 0.03% 198
2026
Q1 		$278K Sell
1,419
-55
-4% -$11.3K 0.04% 186
2025
Q4 		$271K Buy
1,474
+89
+6% +$16.2K 0.05% 177
2025
Q3 		$264K Sell
1,385
-15
-1% -$3.08K 0.05% 166
2025
Q2 		$305K Hold
1,400
– – 0.07% 148
2025
Q1 		$291K Buy
1,400
+93
+7% +$18K 0.07% 136
2024
Q4 		$244K Hold
1,307
– – 0.07% 152
2024
Q3 		$215K Buy
+1,307
New +$198K 0.06% 160
2024
Q2 		– Sell
-1,332
Closed -$223K – 163
2024
Q1 		$223K Buy
+1,332
New +$221K 0.09% 147

Other funds holding DRI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

AA Financial Advisors's DRI Position: Q3 2026 in Review

AA Financial Advisors reduced its Darden Restaurants (DRI) stake by 0.23% in Q3 2026, selling an estimated $627 and leaving 1,312 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #224.

AA Financial Advisors first reported a position in DRI in Q1 2024 and has held it in 10 quarters since. The position peaked at $305K in Q2 2025. 740 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • AA Financial Advisors held 1,312 shares of Darden Restaurants worth $254K as of Q3 2026.
  • AA Financial Advisors sold 3 Darden Restaurants shares in Q3 2026, an estimated $627.
  • Darden Restaurants made up 0.03% of AA Financial Advisors's portfolio in Q3 2026, its #224 holding.
  • AA Financial Advisors first reported a position in Darden Restaurants in Q1 2024 and has held it in 10 quarters since.
  • AA Financial Advisors's Darden Restaurants position peaked at $305K in Q2 2025.
  • 740 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.