Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Darden Restaurants DRI Stock Holding History

Dynamic Advisor Solutions’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 		$3.9M Buy
20,201
+571
+3% +$119K 0.11% 194
2026
Q2 		$4.04M Buy
19,630
+1,064
+6% +$213K 0.11% 191
2026
Q1 		$3.64M Buy
18,566
+823
+5% +$169K 0.11% 195
2025
Q4 		$3.27M Buy
17,743
+14,678
+479% +$2.68M 0.1% 204
2025
Q3 		$584K Buy
3,065
+163
+6% +$33.5K 0.02% 581
2025
Q2 		$633K Sell
2,902
-220
-7% -$45.7K 0.02% 551
2025
Q1 		$649K Buy
3,122
+173
+6% +$33.4K 0.02% 521
2024
Q4 		$551K Sell
2,949
-628
-18% -$105K 0.02% 414
2024
Q3 		$587K Sell
3,577
-37
-1% -$5.6K 0.02% 580
2024
Q2 		$547K Sell
3,614
-191
-5% -$29.1K 0.02% 604
2024
Q1 		$636K Sell
3,805
-70
-2% -$11.6K 0.02% 545
2023
Q4 		$628K Buy
3,875
+286
+8% +$43.3K 0.02% 527
2023
Q3 		$514K Buy
3,589
+431
+14% +$68.3K 0.02% 511
2023
Q2 		$528K Sell
3,158
-29
-0.9% -$4.56K 0.03% 480
2023
Q1 		$495K Buy
3,187
+114
+4% +$16.9K 0.03% 470
2022
Q4 		$425K Sell
3,073
-8
-0.3% -$1.12K 0.03% 486
2022
Q3 		$389K Buy
3,081
+63
+2% +$7.88K 0.03% 453
2022
Q2 		$341K Buy
3,018
+270
+10% +$33.7K 0.03% 492
2022
Q1 		$365K Buy
2,748
+9
+0.3% +$1.24K 0.03% 506
2021
Q4 		$413K Sell
2,739
-435
-14% -$64.3K 0.03% 483
2021
Q3 		$481K Buy
3,174
+869
+38% +$128K 0.04% 456
2021
Q2 		$337K Sell
2,305
-1,436
-38% -$202K 0.03% 515
2021
Q1 		$531K Buy
3,741
+925
+33% +$122K 0.05% 367
2020
Q4 		$335K Buy
2,816
+459
+19% +$49.2K 0.03% 466
2020
Q3 		$237K Buy
+2,357
New +$196K 0.03% 486
2015
Q1 		– Sell
-72,005
Closed -$3.77M – 196
2014
Q4 		$3.77M Sell
72,005
-5,034
-7% -$244K 2.02% 6
2014
Q3 		$3.54M Buy
77,039
+35,164
+84% +$1.49M 1.93% 7
2014
Q2 		$1.73M Buy
41,875
+3,169
+8% +$140K 1.04% 25
2014
Q1 		$1.76M Buy
38,706
+4,753
+14% +$213K 1.2% 17
2013
Q4 		$1.65M Buy
+33,953
New +$1.57M 1.22% 17

Other funds holding DRI

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Dynamic Advisor Solutions's DRI Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Darden Restaurants (DRI) stake by 2.9% in Q3 2026, buying an estimated $119K and bringing the position to 20,201 shares worth $3.9M. The position accounts for 0.11% of the portfolio, ranked #194.

Dynamic Advisor Solutions first reported a position in DRI in Q4 2013 and has held it in 30 quarters since. The position peaked at $4.04M in Q2 2026. 150 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Dynamic Advisor Solutions held 20,201 shares of Darden Restaurants worth $3.9M as of Q3 2026.
  • Dynamic Advisor Solutions bought 571 Darden Restaurants shares in Q3 2026, an estimated $119K.
  • Darden Restaurants made up 0.11% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #194 holding.
  • Dynamic Advisor Solutions first reported a position in Darden Restaurants in Q4 2013 and has held it in 30 quarters since.
  • Dynamic Advisor Solutions's Darden Restaurants position peaked at $4.04M in Q2 2026.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.