Costello Asset Management’s Darden Restaurants DRI Stock Holding History

Costello 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	$138K	Buy	670 +1	+0.1%	+$200	0.04%	146
2026 Q1	$131K	Buy	669 +1	+0.1%	+$206	0.05%	145
2025 Q4	$123K	Sell	668 -89	-12%	-$16.2K	0.04%	137
2025 Q3	$144K	Buy	757 +2	+0.3%	+$411	0.05%	129
2025 Q2	$165K	Buy	755 +6	+0.8%	+$1.25K	0.06%	123
2025 Q1	$156K	Buy	+749	New	+$145K	0.06%	115
2023 Q3	–	Sell	-3,480	Closed	-$581K	–	200
2023 Q2	$581K	Sell	3,480 -12,261	-78%	-$1.93M	0.5%	37
2023 Q1	$2.44M	Sell	15,741 -1,266	-7%	-$187K	2.51%	13
2022 Q4	$2.35M	Sell	17,007 -1,990	-10%	-$278K	2.12%	16
2022 Q3	$2.4M	Sell	18,997 -3,230	-15%	-$404K	2.26%	16
2022 Q2	$2.51M	Sell	22,227 -325	-1%	-$40.6K	2.17%	15
2022 Q1	$3M	Buy	22,552 +5,296	+31%	+$731K	2.06%	14
2021 Q4	$2.6M	Buy	17,256 +591	+4%	+$87.4K	1.59%	22
2021 Q3	$2.52M	Buy	16,665 +115	+0.7%	+$16.9K	1.61%	21
2021 Q2	$2.42M	Buy	+16,550	New	+$2.33M	1.58%	22

Other funds holding DRI

HCM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

AAMU

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

CTA

Clear Trail Advisors Houston, Texas $655M AUM

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Costello Asset Management increased its Darden Restaurants (DRI) stake by 0.15% in Q2 2026, buying an estimated $200 and bringing the position to 670 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #146.

Costello Asset Management first reported a position in DRI in Q2 2021 and has held it in 15 quarters since. The position peaked at $3M in Q1 2022. 437 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Costello Asset Management held 670 shares of Darden Restaurants worth $138K as of Q2 2026.
Costello Asset Management bought 1 Darden Restaurants share in Q2 2026, an estimated $200.
Darden Restaurants made up 0.04% of Costello Asset Management's portfolio in Q2 2026, its #146 holding.
Costello Asset Management first reported a position in Darden Restaurants in Q2 2021 and has held it in 15 quarters since.
Costello Asset Management's Darden Restaurants position peaked at $3M in Q1 2022.
437 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.