Bank Julius Baer & Co
DRI icon

Bank Julius Baer & Co’s Darden Restaurants DRI Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-1,530
Closed -$281K – 687
2025
Q4 		$281K Sell
1,530
-56,878
-97% -$10.4M ﹤0.01% 462
2025
Q3 		$11.1M Buy
58,408
+2,780
+5% +$572K 0.03% 189
2025
Q2 		$12.1M Sell
55,628
-2,831
-5% -$588K 0.04% 176
2025
Q1 		$12.1M Sell
58,459
-3,266
-5% -$630K 0.04% 177
2024
Q4 		$12M Sell
61,725
-643
-1% -$108K 0.04% 189
2024
Q3 		$10.9M Sell
62,368
-3,678
-6% -$557K 0.04% 180
2024
Q2 		$10.4M Sell
66,046
-4,172
-6% -$635K 0.04% 155
2024
Q1 		$11.7M Sell
70,218
-3,959
-5% -$657K 0.05% 162
2023
Q4 		$12.2M Buy
74,177
+71,745
+2,950% +$10.9M 0.05% 171
2023
Q3 		$348K Sell
2,432
-674
-22% -$107K ﹤0.01% 353
2023
Q2 		$519K Sell
3,106
-66
-2% -$10.4K ﹤0.01% 329
2023
Q1 		$492K Sell
3,172
-1,314
-29% -$194K ﹤0.01% 349
2022
Q4 		$621K Sell
4,486
-472
-10% -$65.8K ﹤0.01% 320
2022
Q3 		$626K Sell
4,958
-342
-6% -$42.7K ﹤0.01% 312
2022
Q2 		$600K Sell
5,300
-629
-11% -$78.5K ﹤0.01% 326
2022
Q1 		$788K Sell
5,929
-1,785
-23% -$246K ﹤0.01% 307
2021
Q4 		$1.16M Buy
7,714
+1,281
+20% +$189K 0.01% 328
2021
Q3 		$974K Buy
+6,433
New +$946K 0.01% 337
2021
Q2 		– Sell
-872
Closed -$124K – 837
2021
Q1 		$124K Buy
+872
New +$115K ﹤0.01% 604
2020
Q3 		– Sell
-1,594
Closed -$121K – 746
2020
Q2 		$121K Sell
1,594
-494
-24% -$35K ﹤0.01% 511
2020
Q1 		$114K Buy
+2,088
New +$203K ﹤0.01% 481

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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 $3.37T AUM 44.26% 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

Bank Julius Baer & Co's DRI Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 1,530 shares — an estimated $281K sold.

Bank Julius Baer & Co first reported a position in DRI in Q1 2020 and held it in 21 quarters. The position peaked at $12.2M in Q4 2023. 1,030 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,530 Darden Restaurants shares in Q1 2026, an estimated $281K.
  • Bank Julius Baer & Co first reported a position in Darden Restaurants in Q1 2020 and held it in 21 quarters.
  • Bank Julius Baer & Co's Darden Restaurants position peaked at $12.2M in Q4 2023.
  • 1,030 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.