Advocate Group’s Darden Restaurants DRI Stock Holding History

Advocate Group’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	$706K	Hold	3,652	–	–	0.11%	87
2026 Q2	$752K	Hold	3,652	–	–	0.11%	90
2026 Q1	$716K	Sell	3,652 -13	-0.4%	-$2.67K	0.11%	89
2025 Q4	$674K	Sell	3,665 -17	-0.5%	-$3.1K	0.11%	88
2025 Q3	$701K	Hold	3,682	–	–	0.12%	86
2025 Q2	$803K	Hold	3,682	–	–	0.14%	83
2025 Q1	$765K	Sell	3,682 -14	-0.4%	-$2.7K	0.14%	82
2024 Q4	$690K	Sell	3,696 -65	-2%	-$10.9K	0.13%	87
2024 Q3	$617K	Hold	3,761	–	–	0.11%	89
2024 Q2	$569K	Sell	3,761 -120	-3%	-$18.3K	0.11%	92
2024 Q1	$649K	Hold	3,881	–	–	0.13%	88
2023 Q4	$638K	Sell	3,881 -172	-4%	-$26K	0.14%	89
2023 Q3	$580K	Hold	4,053	–	–	0.13%	90
2023 Q2	$677K	Hold	4,053	–	–	0.15%	85
2023 Q1	$629K	Sell	4,053 -96	-2%	-$14.2K	0.14%	88
2022 Q4	$574K	Hold	4,149	–	–	0.12%	87
2022 Q3	$524K	Sell	4,149 -76	-2%	-$9.5K	0.13%	84
2022 Q2	$478K	Buy	+4,225	New	+$528K	0.11%	84

Other funds holding DRI

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Advocate Group's DRI Position: Q3 2026 in Review

Advocate Group held its Darden Restaurants (DRI) position steady in Q3 2026 at 3,652 shares worth $706K. The position accounts for 0.11% of the portfolio, ranked #87.

Advocate Group first reported a position in DRI in Q2 2022 and has held it in 18 quarters since. The position peaked at $803K in Q2 2025. 418 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

Advocate Group held 3,652 shares of Darden Restaurants worth $706K as of Q3 2026.
Advocate Group left its Darden Restaurants share count unchanged in Q3 2026.
Darden Restaurants made up 0.11% of Advocate Group's portfolio in Q3 2026, its #87 holding.
Advocate Group first reported a position in Darden Restaurants in Q2 2022 and has held it in 18 quarters since.
Advocate Group's Darden Restaurants position peaked at $803K in Q2 2025.
418 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.