Burke & Herbert Bank & Trust’s Darden Restaurants DRI Stock Holding History

Burke & Herbert Bank & Trust’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	$455K	Sell	2,209 -500	-18%	-$100K	0.11%	158
2026 Q1	$531K	Hold	2,709	–	–	0.15%	135
2025 Q4	$499K	Buy	2,709 +450	+20%	+$82K	0.14%	136
2025 Q3	$430K	Hold	2,259	–	–	0.09%	168
2025 Q2	$492K	Hold	2,259	–	–	0.11%	154
2025 Q1	$469K	Hold	2,259	–	–	0.11%	156
2024 Q4	$422K	Hold	2,259	–	–	0.1%	162
2024 Q3	$371K	Hold	2,259	–	–	0.09%	177
2024 Q2	$342K	Buy	+2,259	New	+$344K	0.08%	178
2021 Q1	–	Sell	-1,825	Closed	-$217K	–	143
2020 Q4	$217K	Buy	+1,825	New	+$195K	0.15%	136

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Burke & Herbert Bank & Trust's DRI Position: Q2 2026 in Review

Burke & Herbert Bank & Trust reduced its Darden Restaurants (DRI) stake by 18% in Q2 2026, selling an estimated $100K and leaving 2,209 shares worth $455K. The position accounts for 0.11% of the portfolio, ranked #158.

Burke & Herbert Bank & Trust first reported a position in DRI in Q4 2020 and has held it in 10 quarters since. The position peaked at $531K in Q1 2026. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Burke & Herbert Bank & Trust held 2,209 shares of Darden Restaurants worth $455K as of Q2 2026.
Burke & Herbert Bank & Trust sold 500 Darden Restaurants shares in Q2 2026, an estimated $100K.
Darden Restaurants made up 0.11% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #158 holding.
Burke & Herbert Bank & Trust first reported a position in Darden Restaurants in Q4 2020 and has held it in 10 quarters since.
Burke & Herbert Bank & Trust's Darden Restaurants position peaked at $531K in Q1 2026.
1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.