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Appleton Partners’s Darden Restaurants DRI Stock Holding History

Appleton Partners’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
Q1 		$289K Sell
1,476
-510
-26% -$105K 0.02% 237
2025
Q4 		$365K Hold
1,986
– – 0.02% 216
2025
Q3 		$378K Hold
1,986
– – 0.03% 213
2025
Q2 		$433K Sell
1,986
-95
-5% -$19.7K 0.03% 193
2025
Q1 		$432K Sell
2,081
-280
-12% -$54K 0.03% 188
2024
Q4 		$441K Sell
2,361
-310
-12% -$52K 0.03% 189
2024
Q3 		$438K Sell
2,671
-25
-0.9% -$3.78K 0.03% 191
2024
Q2 		$408K Hold
2,696
– – 0.03% 193
2024
Q1 		$451K Hold
2,696
– – 0.04% 194
2023
Q4 		$443K Sell
2,696
-118
-4% -$17.9K 0.04% 201
2023
Q3 		$403K Hold
2,814
– – 0.04% 212
2023
Q2 		$470K Sell
2,814
-16
-0.6% -$2.51K 0.04% 201
2023
Q1 		$439K Sell
2,830
-4
-0.1% -$592 0.04% 216
2022
Q4 		$392K Sell
2,834
-3
-0.1% -$418 0.04% 228
2022
Q3 		$358K Buy
+2,837
New +$355K 0.04% 229

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Wellington Management Group
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VPM
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State Street
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Appleton Partners's DRI Position: Q1 2026 in Review

Appleton Partners reduced its Darden Restaurants (DRI) stake by 26% in Q1 2026, selling an estimated $105K and leaving 1,476 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #237.

Appleton Partners first reported a position in DRI in Q3 2022 and has held it in 15 quarters since. The position peaked at $470K in Q2 2023. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Appleton Partners held 1,476 shares of Darden Restaurants worth $289K as of Q1 2026.
  • Appleton Partners sold 510 Darden Restaurants shares in Q1 2026, an estimated $105K.
  • Darden Restaurants made up 0.02% of Appleton Partners's portfolio in Q1 2026, its #237 holding.
  • Appleton Partners first reported a position in Darden Restaurants in Q3 2022 and has held it in 15 quarters since.
  • Appleton Partners's Darden Restaurants position peaked at $470K in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.