CGC Financial Services’s Darden Restaurants DRI Stock Holding History

CGC Financial Services’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	$120K	Hold	622	–	–	0.03%	90
2026 Q2	$128K	Hold	622	–	–	0.03%	87
2026 Q1	$122K	Hold	622	–	–	0.04%	86
2025 Q4	$114K	Hold	622	–	–	0.03%	89
2025 Q3	$118K	Hold	622	–	–	0.03%	82
2025 Q2	$136K	Buy	622 +22	+4%	+$4.57K	0.05%	74
2025 Q1	$125K	Hold	600	–	–	0.05%	68
2024 Q4	$112K	Hold	600	–	–	0.04%	73
2024 Q3	$98.5K	Hold	600	–	–	0.04%	75
2024 Q2	$90.8K	Hold	600	–	–	0.04%	74
2024 Q1	$100K	Hold	600	–	–	0.05%	71
2023 Q4	$98.6K	Hold	600	–	–	0.05%	77
2023 Q3	$85.9K	Hold	600	–	–	0.06%	68
2023 Q2	$100K	Buy	+600	New	+$94.3K	0.07%	65

Other funds holding DRI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 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

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

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

CGC Financial Services's DRI Position: Q3 2026 in Review

CGC Financial Services held its Darden Restaurants (DRI) position steady in Q3 2026 at 622 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #90.

CGC Financial Services first reported a position in DRI in Q2 2023 and has held it in 14 quarters since. The position peaked at $136K in Q2 2025. 499 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

CGC Financial Services held 622 shares of Darden Restaurants worth $120K as of Q3 2026.
CGC Financial Services left its Darden Restaurants share count unchanged in Q3 2026.
Darden Restaurants made up 0.03% of CGC Financial Services's portfolio in Q3 2026, its #90 holding.
CGC Financial Services first reported a position in Darden Restaurants in Q2 2023 and has held it in 14 quarters since.
CGC Financial Services's Darden Restaurants position peaked at $136K in Q2 2025.
499 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.