Comprehensive Financial Consultants Institutional’s Darden Restaurants DRI Stock Holding History

Comprehensive Financial Consultants Institutional’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	$3.43M	Buy	16,673 +786	+5%	+$157K	0.91%	38
2026 Q1	$3.11M	Buy	15,887 +10	+0.1%	+$2.06K	0.93%	36
2025 Q4	$2.92M	Buy	15,877 +858	+6%	+$156K	0.88%	39
2025 Q3	$2.86M	Buy	15,019 +498	+3%	+$102K	0.89%	37
2025 Q2	$3.17M	Sell	14,521 -659	-4%	-$137K	1.04%	30
2025 Q1	$3.15M	Buy	15,180 +268	+2%	+$51.7K	1.12%	29
2024 Q4	$2.78M	Buy	14,912 +1,451	+11%	+$243K	1.01%	33
2024 Q3	$2.21M	Buy	13,461 +710	+6%	+$107K	0.81%	44
2024 Q2	$1.93M	Buy	12,751 +3,923	+44%	+$597K	0.76%	51
2024 Q1	$1.48M	Buy	8,828 +729	+9%	+$121K	0.61%	63
2023 Q4	$1.33M	Buy	8,099 +1,155	+17%	+$175K	0.62%	67
2023 Q3	$995K	Buy	6,944 +1,921	+38%	+$305K	0.52%	75
2023 Q2	$850K	Buy	5,023 +136	+3%	+$21.4K	0.45%	83
2023 Q1	$758K	Buy	4,887 +776	+19%	+$115K	0.43%	88
2022 Q4	$611K	Buy	4,111 +441	+12%	+$61.5K	0.37%	99
2022 Q3	$484K	Buy	3,670 +845	+30%	+$106K	0.32%	106
2022 Q2	$327K	Buy	2,825 +21	+0.7%	+$2.62K	0.23%	119
2022 Q1	$365K	Buy	2,804 +172	+7%	+$23.7K	0.25%	115
2021 Q4	$381K	Buy	+2,632	New	+$389K	0.24%	105

Other funds holding DRI

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DRI Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Darden Restaurants (DRI) stake by 4.9% in Q2 2026, buying an estimated $157K and bringing the position to 16,673 shares worth $3.43M. The position accounts for 0.91% of the portfolio, ranked #38.

Comprehensive Financial Consultants Institutional first reported a position in DRI in Q4 2021 and has held it in 19 quarters since. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Comprehensive Financial Consultants Institutional held 16,673 shares of Darden Restaurants worth $3.43M as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 786 Darden Restaurants shares in Q2 2026, an estimated $157K.
Darden Restaurants made up 0.91% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #38 holding.
Comprehensive Financial Consultants Institutional first reported a position in Darden Restaurants in Q4 2021 and has held it in 19 quarters since.
150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.