Baker Avenue Asset Management’s Darden Restaurants DRI Stock Holding History

Baker Avenue Asset 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
2026 Q2	$234K	Buy	+1,137	New	+$228K	﹤0.01%	741
2023 Q4	–	Sell	-377	Closed	-$54K	–	665
2023 Q3	$54K	Sell	377 -15	-4%	-$2.38K	﹤0.01%	509
2023 Q2	$65.5K	Hold	392	–	–	﹤0.01%	492
2023 Q1	$60.8K	Sell	392 -418	-52%	-$61.8K	﹤0.01%	506
2022 Q4	$112K	Buy	+810	New	+$113K	0.01%	392
2022 Q2	–	Sell	-57,907	Closed	-$7.7M	–	310
2022 Q1	$7.7M	Buy	57,907 +1,677	+3%	+$232K	0.39%	68
2021 Q4	$8.47M	Buy	56,230 +3,079	+6%	+$455K	0.42%	65
2021 Q3	$8.05M	Buy	53,151 +1,551	+3%	+$228K	0.46%	58
2021 Q2	$7.53M	Buy	51,600 +2,201	+4%	+$310K	0.43%	61
2021 Q1	$7.01M	Sell	49,399 -2,596	-5%	-$342K	0.43%	59
2020 Q4	$6.19M	Sell	51,995 -11,666	-18%	-$1.25M	0.42%	59
2020 Q3	$6.41M	Sell	63,661 -1,332	-2%	-$111K	0.49%	48
2020 Q2	$4.92M	Buy	+64,993	New	+$4.61M	0.41%	58
2019 Q4	–	Sell	-12,363	Closed	-$1.46M	–	258
2019 Q3	$1.46M	Sell	12,363 -1,878	-13%	-$229K	0.12%	112
2019 Q2	$1.73M	Buy	14,241 +183	+1%	+$21.8K	0.14%	100
2019 Q1	$1.71M	Buy	+14,058	New	+$1.54M	0.14%	99

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baker Avenue Asset Management's DRI Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 1,137 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in DRI as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in DRI in Q1 2019 and has held it in 16 quarters since. The position peaked at $8.47M in Q4 2021. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Baker Avenue Asset Management held 1,137 shares of Darden Restaurants worth $234K as of Q2 2026.
Darden Restaurants was a new Baker Avenue Asset Management position in Q2 2026.
Darden Restaurants made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #741 holding.
Baker Avenue Asset Management first reported a position in Darden Restaurants in Q1 2019 and has held it in 16 quarters since.
Baker Avenue Asset Management's Darden Restaurants position peaked at $8.47M in Q4 2021.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.