AHL Investment Management’s Darden Restaurants DRI Stock Holding History

AHL Investment 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
2025 Q3	$286K	Hold	1,500	–	–	0.2%	59
2025 Q2	$327K	Sell	1,500 -100	-6%	-$20.8K	0.22%	56
2025 Q1	$332K	Sell	1,600 -900	-36%	-$174K	0.23%	56
2024 Q4	$467K	Sell	2,500 -3,019	-55%	-$506K	0.33%	51
2024 Q3	$906K	Sell	5,519 -1,109	-17%	-$168K	0.62%	39
2024 Q2	$1M	Hold	6,628	–	–	0.74%	39
2024 Q1	$1.11M	Hold	6,628	–	–	0.85%	37
2023 Q4	$1.09M	Hold	6,628	–	–	0.89%	36
2023 Q3	$949K	Hold	6,628	–	–	0.85%	36
2023 Q2	$1.11M	Hold	6,628	–	–	0.98%	35
2023 Q1	$1.03M	Hold	6,628	–	–	0.95%	37
2022 Q4	$917K	Hold	6,628	–	–	0.85%	35
2022 Q3	$837K	Hold	6,628	–	–	0.86%	34
2022 Q2	$750K	Hold	6,628	–	–	0.75%	37
2022 Q1	$881K	Hold	6,628	–	–	0.81%	35
2021 Q4	$998K	Buy	+6,628	New	+$980K	0.91%	31

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHL Investment Management's DRI Position: Q3 2025 in Review

AHL Investment Management held its Darden Restaurants (DRI) position steady in Q3 2025 at 1,500 shares worth $286K. The position accounts for 0.2% of the portfolio, ranked #59.

AHL Investment Management first reported a position in DRI in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.11M in Q1 2024. 983 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

AHL Investment Management held 1,500 shares of Darden Restaurants worth $286K as of Q3 2025.
AHL Investment Management left its Darden Restaurants share count unchanged in Q3 2025.
Darden Restaurants made up 0.2% of AHL Investment Management's portfolio in Q3 2025, its #59 holding.
AHL Investment Management first reported a position in Darden Restaurants in Q4 2021 and has held it in 16 quarters since.
AHL Investment Management's Darden Restaurants position peaked at $1.11M in Q1 2024.
983 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.