Brandywine Oak Private Wealth’s Darden Restaurants DRI Stock Holding History

Brandywine Oak Private Wealth’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	$536K	Hold	2,773	–	–	0.04%	151
2026 Q2	$571K	Hold	2,773	–	–	0.04%	151
2026 Q1	$544K	Sell	2,773 -32	-1%	-$6.58K	0.05%	145
2025 Q4	$516K	Buy	2,805 +32	+1%	+$5.83K	0.04%	146
2025 Q3	$528K	Hold	2,773	–	–	0.05%	147
2025 Q2	$604K	Hold	2,773	–	–	0.06%	134
2025 Q1	$576K	Hold	2,773	–	–	0.06%	137
2024 Q4	$518K	Hold	2,773	–	–	0.05%	146
2024 Q3	$455K	Hold	2,773	–	–	0.04%	157
2024 Q2	$420K	Hold	2,773	–	–	0.04%	159
2024 Q1	$464K	Hold	2,773	–	–	0.05%	154
2023 Q4	$456K	Hold	2,773	–	–	0.05%	156
2023 Q3	$397K	Sell	2,773 -427	-13%	-$67.7K	0.05%	159
2023 Q2	$535K	Hold	3,200	–	–	0.06%	150
2023 Q1	$497K	Hold	3,200	–	–	0.06%	160
2022 Q4	$443K	Hold	3,200	–	–	0.06%	162
2022 Q3	$404K	Hold	3,200	–	–	0.05%	176
2022 Q2	$361K	Hold	3,200	–	–	0.05%	208
2022 Q1	$425K	Hold	3,200	–	–	0.05%	214
2021 Q4	$482K	Hold	3,200	–	–	0.05%	204
2021 Q3	$484K	Hold	3,200	–	–	0.06%	198
2021 Q2	$467K	Buy	3,200 +800	+33%	+$113K	0.05%	199
2021 Q1	$340K	Hold	2,400	–	–	0.05%	184
2020 Q4	$285K	Hold	2,400	–	–	0.04%	203
2020 Q3	$241K	Buy	+2,400	New	+$199K	0.04%	221
2020 Q1	–	Sell	-2,400	Closed	-$261K	–	226
2019 Q4	$261K	Sell	2,400 -2,240	-48%	-$254K	0.05%	202
2019 Q3	$548K	Buy	4,640 +2,470	+114%	+$301K	0.1%	98
2019 Q2	$264K	Sell	2,170 -75	-3%	-$8.92K	0.05%	184
2019 Q1	$272K	Sell	2,245 -706	-24%	-$77.4K	0.06%	176
2018 Q4	$294K	Buy	+2,951	New	+$316K	0.07%	152

Other funds holding DRI

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Brandywine Oak Private Wealth's DRI Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its Darden Restaurants (DRI) position steady in Q3 2026 at 2,773 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #151.

Brandywine Oak Private Wealth first reported a position in DRI in Q4 2018 and has held it in 30 quarters since. The position peaked at $604K in Q2 2025. 417 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

Brandywine Oak Private Wealth held 2,773 shares of Darden Restaurants worth $536K as of Q3 2026.
Brandywine Oak Private Wealth left its Darden Restaurants share count unchanged in Q3 2026.
Darden Restaurants made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #151 holding.
Brandywine Oak Private Wealth first reported a position in Darden Restaurants in Q4 2018 and has held it in 30 quarters since.
Brandywine Oak Private Wealth's Darden Restaurants position peaked at $604K in Q2 2025.
417 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.