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Affinity Investment Advisors’s Darden Restaurants DRI Stock Holding History

Affinity Investment 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
Q2 		$1.47M Sell
7,120
-19
-0.3% -$3.81K 0.74% 46
2026
Q1 		$1.4M Sell
7,139
-45
-0.6% -$9.25K 0.88% 42
2025
Q4 		$1.32M Buy
7,184
+70
+1% +$12.8K 0.88% 44
2025
Q3 		$1.35M Sell
7,114
-19
-0.3% -$3.91K 0.92% 40
2025
Q2 		$1.55M Sell
7,133
-383
-5% -$79.5K 1.18% 27
2025
Q1 		$1.56M Sell
7,516
-110
-1% -$21.2K 1.27% 20
2024
Q4 		$1.42M Sell
7,626
-6
-0.1% -$1.01K 1.19% 25
2024
Q3 		$1.25M Sell
7,632
-50
-0.7% -$7.57K 0.86% 41
2024
Q2 		$1.16M Sell
7,682
-296
-4% -$45K 0.87% 42
2024
Q1 		$1.33M Sell
7,978
-290
-4% -$48.1K 0.97% 35
2023
Q4 		$1.36M Sell
8,268
-1,364
-14% -$207K 0.92% 35
2023
Q3 		$1.38M Sell
9,632
-545
-5% -$86.4K 0.89% 33
2023
Q2 		$1.7M Sell
10,177
-2,289
-18% -$360K 0.98% 27
2023
Q1 		$1.93M Sell
12,466
-2,989
-19% -$442K 1.03% 21
2022
Q4 		$2.14M Buy
15,455
+1,220
+9% +$170K 0.98% 29
2022
Q3 		$1.8M Buy
14,235
+1,082
+8% +$135K 0.93% 31
2022
Q2 		$1.49M Buy
13,153
+823
+7% +$103K 0.73% 43
2022
Q1 		$1.64M Buy
12,330
+81
+0.7% +$11.2K 0.67% 45
2021
Q4 		$1.84M Sell
12,249
-551
-4% -$81.5K 0.74% 43
2021
Q3 		$1.94M Sell
12,800
-1,354
-10% -$199K 0.87% 37
2021
Q2 		$2.07M Buy
+14,154
New +$1.99M 0.93% 36

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Affinity Investment Advisors's DRI Position: Q2 2026 in Review

Affinity Investment Advisors reduced its Darden Restaurants (DRI) stake by 0.27% in Q2 2026, selling an estimated $3.81K and leaving 7,120 shares worth $1.47M. The position accounts for 0.74% of the portfolio, ranked #46.

Affinity Investment Advisors first reported a position in DRI in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.14M in Q4 2022. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Affinity Investment Advisors held 7,120 shares of Darden Restaurants worth $1.47M as of Q2 2026.
  • Affinity Investment Advisors sold 19 Darden Restaurants shares in Q2 2026, an estimated $3.81K.
  • Darden Restaurants made up 0.74% of Affinity Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Affinity Investment Advisors first reported a position in Darden Restaurants in Q2 2021 and has held it in 21 quarters since.
  • Affinity Investment Advisors's Darden Restaurants position peaked at $2.14M in Q4 2022.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.