Blue Trust Inc
DRI icon

Blue Trust Inc’s Darden Restaurants DRI Stock Holding History

Blue Trust Inc’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
Q3 		$3.16M Sell
16,363
-359
-2% -$75K 0.03% 152
2026
Q2 		$3.44M Sell
16,722
-208
-1% -$41.7K 0.04% 137
2026
Q1 		$3.32M Buy
16,930
+135
+0.8% +$27.8K 0.04% 133
2025
Q4 		$3.09M Sell
16,795
-23
-0.1% -$4.19K 0.03% 140
2025
Q3 		$3.2M Buy
16,818
+386
+2% +$79.4K 0.04% 136
2025
Q2 		$3.58M Buy
16,432
+4,630
+39% +$961K 0.04% 123
2025
Q1 		$2.45M Buy
11,802
+920
+8% +$178K 0.03% 138
2024
Q4 		$2.03M Buy
10,882
+3,429
+46% +$575K 0.03% 150
2024
Q3 		$1.13M Buy
7,453
+5,401
+263% +$818K 0.01% 249
2024
Q2 		$343K Buy
2,052
+501
+32% +$76.2K ﹤0.01% 512
2024
Q1 		$259K Buy
1,551
+280
+22% +$46.5K ﹤0.01% 431
2023
Q4 		$182K Buy
1,271
+187
+17% +$28.3K ﹤0.01% 469
2023
Q3 		$181K Buy
1,084
+797
+278% +$126K ﹤0.01% 460
2023
Q2 		$45K Sell
287
-2,132
-88% -$335K ﹤0.01% 729
2023
Q1 		$335K Buy
2,419
+557
+30% +$82.4K 0.01% 379
2022
Q4 		$235K Buy
1,862
+787
+73% +$110K ﹤0.01% 406
2022
Q3 		$122K Buy
1,075
+273
+34% +$34.1K ﹤0.01% 461
2022
Q2 		$107K Buy
+802
New +$100K ﹤0.01% 475

Other funds holding DRI

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Blue Trust Inc's DRI Position: Q3 2026 in Review

Blue Trust Inc reduced its Darden Restaurants (DRI) stake by 2.1% in Q3 2026, selling an estimated $75K and leaving 16,363 shares worth $3.16M. The position accounts for 0.03% of the portfolio, ranked #152.

Blue Trust Inc first reported a position in DRI in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.58M in Q2 2025. 282 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Blue Trust Inc held 16,363 shares of Darden Restaurants worth $3.16M as of Q3 2026.
  • Blue Trust Inc sold 359 Darden Restaurants shares in Q3 2026, an estimated $75K.
  • Darden Restaurants made up 0.03% of Blue Trust Inc's portfolio in Q3 2026, its #152 holding.
  • Blue Trust Inc first reported a position in Darden Restaurants in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Darden Restaurants position peaked at $3.58M in Q2 2025.
  • 282 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.