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Ballentine Partners’s Darden Restaurants DRI Stock Holding History

Ballentine 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
Q2 		$370K Buy
1,795
+21
+1% +$4.21K ﹤0.01% 688
2026
Q1 		$348K Buy
1,774
+6
+0.3% +$1.23K ﹤0.01% 669
2025
Q4 		$325K Sell
1,768
-194
-10% -$35.4K ﹤0.01% 685
2025
Q3 		$374K Sell
1,962
-13
-0.7% -$2.67K 0.01% 608
2025
Q2 		$430K Buy
1,975
+49
+3% +$10.2K 0.01% 534
2025
Q1 		$400K Buy
1,926
+45
+2% +$8.69K 0.01% 519
2024
Q4 		$351K Buy
1,881
+42
+2% +$7.04K 0.01% 537
2024
Q3 		$302K Buy
1,839
+232
+14% +$35.1K 0.01% 587
2024
Q2 		$243K Sell
1,607
-106
-6% -$16.1K ﹤0.01% 624
2024
Q1 		$286K Buy
1,713
+147
+9% +$24.4K 0.01% 543
2023
Q4 		$257K Buy
1,566
+59
+4% +$8.93K 0.01% 553
2023
Q3 		$216K Sell
1,507
-123
-8% -$19.5K 0.01% 537
2023
Q2 		$272K Sell
1,630
-506
-24% -$79.5K 0.01% 465
2023
Q1 		$331K Buy
+2,136
New +$316K 0.01% 385

Other funds holding DRI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ballentine Partners's DRI Position: Q2 2026 in Review

Ballentine Partners increased its Darden Restaurants (DRI) stake by 1.2% in Q2 2026, buying an estimated $4.21K and bringing the position to 1,795 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Ballentine Partners first reported a position in DRI in Q1 2023 and has held it in 14 quarters since. The position peaked at $430K in Q2 2025. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Ballentine Partners held 1,795 shares of Darden Restaurants worth $370K as of Q2 2026.
  • Ballentine Partners bought 21 Darden Restaurants shares in Q2 2026, an estimated $4.21K.
  • Darden Restaurants made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #688 holding.
  • Ballentine Partners first reported a position in Darden Restaurants in Q1 2023 and has held it in 14 quarters since.
  • Ballentine Partners's Darden Restaurants position peaked at $430K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.