BFA
DRI icon

Bragg Financial Advisors’s Darden Restaurants DRI Stock Holding History

Bragg Financial Advisors’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 		$2.02M Sell
10,318
-603
-6% -$124K 0.06% 184
2025
Q4 		$2.01M Sell
10,921
-491
-4% -$89.5K 0.07% 185
2025
Q3 		$2.17M Sell
11,412
-771
-6% -$159K 0.07% 178
2025
Q2 		$2.66M Sell
12,183
-88
-0.7% -$18.3K 0.09% 169
2025
Q1 		$2.55M Sell
12,271
-375
-3% -$72.4K 0.1% 158
2024
Q4 		$2.36M Sell
12,646
-1,006
-7% -$169K 0.1% 161
2024
Q3 		$2.24M Sell
13,652
-666
-5% -$101K 0.09% 171
2024
Q2 		$2.17M Sell
14,318
-116
-0.8% -$17.7K 0.1% 166
2024
Q1 		$2.41M Sell
14,434
-315
-2% -$52.3K 0.11% 156
2023
Q4 		$2.42M Sell
14,749
-1,092
-7% -$165K 0.12% 151
2023
Q3 		$2.27M Sell
15,841
-188
-1% -$29.8K 0.12% 156
2023
Q2 		$2.68M Buy
16,029
+465
+3% +$73K 0.15% 144
2023
Q1 		$2.41M Sell
15,564
-155
-1% -$22.9K 0.14% 146
2022
Q4 		$2.17M Sell
15,719
-387
-2% -$54K 0.13% 155
2022
Q3 		$2.03M Sell
16,106
-92
-0.6% -$11.5K 0.14% 152
2022
Q2 		$1.83M Sell
16,198
-248
-2% -$31K 0.12% 153
2022
Q1 		$2.19M Sell
16,446
-904
-5% -$125K 0.13% 148
2021
Q4 		$2.63M Hold
17,350
– – 0.17% 135
2021
Q3 		$2.63M Sell
17,350
-106
-0.6% -$15.6K 0.17% 135
2021
Q2 		$2.55M Sell
17,456
-260
-1% -$36.6K 0.16% 137
2021
Q1 		$2.52M Sell
17,716
-450
-2% -$59.2K 0.17% 133
2020
Q4 		$2.16M Sell
18,166
-466
-3% -$49.9K 0.19% 129
2020
Q3 		$1.88M Sell
18,632
-1,446
-7% -$120K 0.19% 130
2020
Q2 		$1.52M Sell
20,078
-2,428
-11% -$172K 0.17% 137
2020
Q1 		$1.23M Sell
22,506
-2,853
-11% -$278K 0.16% 137
2019
Q4 		$2.76M Sell
25,359
-1,465
-5% -$166K 0.31% 109
2019
Q3 		$3.17M Sell
26,824
-80
-0.3% -$9.76K 0.39% 92
2019
Q2 		$3.27M Buy
26,904
+1,834
+7% +$218K 0.4% 87
2019
Q1 		$3.04M Sell
25,070
-205
-0.8% -$22.5K 0.4% 92
2018
Q4 		$2.52M Sell
25,275
-175
-0.7% -$18.7K 0.38% 93
2018
Q3 		$2.83M Sell
25,450
-574
-2% -$64.7K 0.38% 94
2018
Q2 		$2.79M Sell
26,024
-149
-0.6% -$13.6K 0.4% 96
2018
Q1 		$2.23M Buy
26,173
+5,561
+27% +$527K 0.33% 111
2017
Q4 		$1.98M Buy
20,612
+1,035
+5% +$87.4K 0.28% 116
2017
Q3 		$1.54M Sell
19,577
-304
-2% -$25.6K 0.24% 131
2017
Q2 		$1.8M Sell
19,881
-135
-0.7% -$11.8K 0.28% 122
2017
Q1 		$1.68M Buy
20,016
+585
+3% +$43.8K 0.27% 124
2016
Q4 		$1.41M Buy
19,431
+245
+1% +$17K 0.23% 141
2016
Q3 		$1.18M Buy
19,186
+305
+2% +$18.9K 0.21% 149
2016
Q2 		$1.2M Buy
18,881
+500
+3% +$32.7K 0.22% 146
2016
Q1 		$1.22M Buy
18,381
+300
+2% +$19K 0.23% 140
2015
Q4 		$1.15M Sell
18,081
-1,262
-7% -$73.3K 0.25% 129
2015
Q3 		$1.19M Sell
19,343
-1,209
-6% -$76.7K 0.28% 118
2015
Q2 		$1.31M Sell
20,552
-279
-1% -$16.5K 0.3% 113
2015
Q1 		$1.29M Buy
20,831
+492
+2% +$27.5K 0.3% 110
2014
Q4 		$1.07M Sell
20,339
-3,871
-16% -$188K 0.26% 121
2014
Q3 		$1.11M Sell
24,210
-3,233
-12% -$137K 0.28% 117
2014
Q2 		$1.14M Sell
27,443
-1,348
-5% -$59.7K 0.27% 125
2014
Q1 		$1.31M Buy
28,791
+459
+2% +$20.5K 0.32% 115
2013
Q4 		$1.38M Buy
28,332
+503
+2% +$23.3K 0.33% 115
2013
Q3 		$1.15M Buy
27,829
+1,470
+6% +$63.8K 0.3% 125
2013
Q2 		$1.19M Buy
+26,359
New +$1.22M 0.33% 117

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

Bragg Financial Advisors's DRI Position: Q1 2026 in Review

Bragg Financial Advisors reduced its Darden Restaurants (DRI) stake by 5.5% in Q1 2026, selling an estimated $124K and leaving 10,318 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #184.

Bragg Financial Advisors first reported a position in DRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.27M in Q2 2019. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Bragg Financial Advisors held 10,318 shares of Darden Restaurants worth $2.02M as of Q1 2026.
  • Bragg Financial Advisors sold 603 Darden Restaurants shares in Q1 2026, an estimated $124K.
  • Darden Restaurants made up 0.06% of Bragg Financial Advisors's portfolio in Q1 2026, its #184 holding.
  • Bragg Financial Advisors first reported a position in Darden Restaurants in Q2 2013 and has held it in 52 quarters since.
  • Bragg Financial Advisors's Darden Restaurants position peaked at $3.27M in Q2 2019.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.