Congress Asset Management’s Darden Restaurants DRI Stock Holding History

Congress Asset Management’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	$1.14M	Sell	5,510 -36	-0.6%	-$7.21K	0.01%	300
2026 Q1	$1.09M	Sell	5,546 -410	-7%	-$84.3K	0.01%	333
2025 Q4	$1.1M	Sell	5,956 -4,170	-41%	-$760K	0.01%	308
2025 Q3	$1.93M	Sell	10,126 -602	-6%	-$124K	0.01%	285
2025 Q2	$2.34M	Sell	10,728 -2,542	-19%	-$528K	0.02%	274
2025 Q1	$2.76M	Sell	13,270 -1,498	-10%	-$289K	0.02%	257
2024 Q4	$2.76M	Sell	14,768 -2,057	-12%	-$345K	0.02%	266
2024 Q3	$2.76M	Sell	16,825 -716,267	-98%	-$108M	0.02%	258
2024 Q2	$111M	Sell	733,092 -663,992	-48%	-$101M	0.8%	52
2024 Q1	$234M	Sell	1,397,084 -21,508	-2%	-$3.57M	1.67%	4
2023 Q4	$233M	Buy	1,418,592 +6,968	+0.5%	+$1.06M	1.83%	2
2023 Q3	$202M	Buy	1,411,624 +12,802	+0.9%	+$2.03M	1.79%	2
2023 Q2	$234M	Buy	1,398,822 +17,412	+1%	+$2.74M	2.03%	2
2023 Q1	$214M	Buy	1,381,410 +746,320	+118%	+$110M	2%	2
2022 Q4	$87.9M	Sell	635,090 -14,273	-2%	-$1.99M	0.88%	55
2022 Q3	$82M	Buy	649,363 +31,015	+5%	+$3.88M	0.88%	54
2022 Q2	$69.9M	Sell	618,348 -80,620	-12%	-$10.1M	0.67%	67
2022 Q1	$92.9M	Sell	698,968 -16,598	-2%	-$2.29M	0.79%	66
2021 Q4	$108M	Sell	715,566 -87,563	-11%	-$12.9M	0.82%	67
2021 Q3	$122M	Buy	803,129 +752,252	+1,479%	+$111M	0.95%	47
2021 Q2	$7.43M	Buy	50,877 +28	+0.1%	+$3.94K	0.06%	182
2021 Q1	$7.22M	Sell	50,849 -67	-0.1%	-$8.82K	0.07%	172
2020 Q4	$6.07M	Sell	50,916 -3,103	-6%	-$332K	0.06%	167
2020 Q3	$5.44M	Buy	54,019 +400	+0.7%	+$33.2K	0.06%	159
2020 Q2	$4.06M	Sell	53,619 -2,713	-5%	-$192K	0.05%	179
2020 Q1	$3.07M	Sell	56,332 -3,843	-6%	-$374K	0.05%	180
2019 Q4	$6.56M	Sell	60,175 -1,585	-3%	-$180K	0.08%	145
2019 Q3	$7.3M	Sell	61,760 -3,623	-6%	-$442K	0.09%	116
2019 Q2	$7.96M	Sell	65,383 -1,657	-2%	-$197K	0.1%	114
2019 Q1	$8.14M	Sell	67,040 -3,827	-5%	-$420K	0.11%	110
2018 Q4	$7.08M	Sell	70,867 -12,371	-15%	-$1.32M	0.11%	115
2018 Q3	$9.26M	Sell	83,238 -4,056	-5%	-$457K	0.12%	106
2018 Q2	$9.35M	Buy	87,294 +5,403	+7%	+$495K	0.13%	101
2018 Q1	$6.98M	Sell	81,891 -7,741	-9%	-$733K	0.1%	127
2017 Q4	$8.61M	Buy	89,632 +22	+0%	+$1.86K	0.13%	108
2017 Q3	$7.06M	Sell	89,610 -1,744	-2%	-$147K	0.11%	124
2017 Q2	$8.26M	Sell	91,354 -1,183	-1%	-$103K	0.15%	97
2017 Q1	$7.74M	Sell	92,537 -4,753	-5%	-$356K	0.15%	99
2016 Q4	$7.08M	Sell	97,290 -2,344	-2%	-$163K	0.15%	106
2016 Q3	$6.11M	Sell	99,634 -6,565	-6%	-$407K	0.13%	122
2016 Q2	$6.73M	Sell	106,199 -11,233	-10%	-$735K	0.16%	115
2016 Q1	$7.79M	Buy	+117,432	New	+$7.43M	0.19%	99

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

Congress Asset Management's DRI Position: Q2 2026 in Review

Congress Asset Management reduced its Darden Restaurants (DRI) stake by 0.65% in Q2 2026, selling an estimated $7.21K and leaving 5,510 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #300.

Congress Asset Management first reported a position in DRI in Q1 2016 and has held it in 42 quarters since. The position peaked at $234M in Q2 2023. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Congress Asset Management held 5,510 shares of Darden Restaurants worth $1.14M as of Q2 2026.
Congress Asset Management sold 36 Darden Restaurants shares in Q2 2026, an estimated $7.21K.
Darden Restaurants made up 0.01% of Congress Asset Management's portfolio in Q2 2026, its #300 holding.
Congress Asset Management first reported a position in Darden Restaurants in Q1 2016 and has held it in 42 quarters since.
Congress Asset Management's Darden Restaurants position peaked at $234M in Q2 2023.
150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.