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Baldwin Investment Management’s Darden Restaurants DRI Stock Holding History

Baldwin 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
2026
Q1 		$2.35M Sell
11,971
-75
-0.6% -$15.4K 0.27% 47
2025
Q4 		$2.22M Buy
12,046
+1,323
+12% +$241K 0.25% 52
2025
Q3 		$2.04M Buy
10,723
+2,630
+32% +$541K 0.23% 57
2025
Q2 		$1.76M Buy
8,093
+45
+0.6% +$9.34K 0.21% 64
2025
Q1 		$1.67M Buy
8,048
+20
+0.2% +$3.86K 0.2% 62
2024
Q4 		$1.5M Sell
8,028
-75
-0.9% -$12.6K 0.2% 69
2024
Q3 		$1.33M Sell
8,103
-1,430
-15% -$216K 0.17% 87
2024
Q2 		$1.44M Sell
9,533
-1,201
-11% -$183K 0.2% 76
2024
Q1 		$1.79M Buy
10,734
+746
+7% +$124K 0.24% 64
2023
Q4 		$1.64M Buy
9,988
+60
+0.6% +$9.09K 0.26% 65
2023
Q3 		$1.42M Buy
9,928
+70
+0.7% +$11.1K 0.24% 67
2023
Q2 		$1.65M Buy
9,858
+455
+5% +$71.5K 0.27% 64
2023
Q1 		$1.46M Sell
9,403
-12
-0.1% -$1.77K 0.26% 65
2022
Q4 		$1.3M Buy
9,415
+1,575
+20% +$220K 0.24% 72
2022
Q3 		$990 Buy
+7,840
New +$980K 0.2% 84

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Baldwin Investment Management's DRI Position: Q1 2026 in Review

Baldwin Investment Management reduced its Darden Restaurants (DRI) stake by 0.62% in Q1 2026, selling an estimated $15.4K and leaving 11,971 shares worth $2.35M. The position accounts for 0.27% of the portfolio, ranked #47.

Baldwin Investment Management first reported a position in DRI in Q3 2022 and has held it in 15 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Baldwin Investment Management held 11,971 shares of Darden Restaurants worth $2.35M as of Q1 2026.
  • Baldwin Investment Management sold 75 Darden Restaurants shares in Q1 2026, an estimated $15.4K.
  • Darden Restaurants made up 0.27% of Baldwin Investment Management's portfolio in Q1 2026, its #47 holding.
  • Baldwin Investment Management first reported a position in Darden Restaurants in Q3 2022 and has held it in 15 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.