Ellsworth Advisors’s Darden Restaurants DRI Stock Holding History

Ellsworth Advisors’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	$7.15M	Buy	36,446 +1,294	+4%	+$259K	1.17%	33
2026 Q1	$6.89M	Buy	35,152 +1,729	+5%	+$356K	1.29%	31
2025 Q4	$7.16M	Buy	33,423 +2,371	+8%	+$432K	1.42%	15
2025 Q3	$5.85M	Sell	31,052 -184	-0.6%	-$37.8K	1.25%	28
2025 Q2	$6.81M	Sell	31,236 -1,681	-5%	-$349K	1.66%	11
2025 Q1	$6.84M	Sell	32,917 -170	-0.5%	-$32.8K	1.79%	6
2024 Q4	$6.18M	Buy	+33,087	New	+$5.55M	1.62%	12

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

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

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Ellsworth Advisors's DRI Position: Q2 2026 in Review

Ellsworth Advisors increased its Darden Restaurants (DRI) stake by 3.7% in Q2 2026, buying an estimated $259K and bringing the position to 36,446 shares worth $7.15M. The position accounts for 1.17% of the portfolio, ranked #33.

Ellsworth Advisors first reported a position in DRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.16M in Q4 2025. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Ellsworth Advisors held 36,446 shares of Darden Restaurants worth $7.15M as of Q2 2026.
Ellsworth Advisors bought 1,294 Darden Restaurants shares in Q2 2026, an estimated $259K.
Darden Restaurants made up 1.17% of Ellsworth Advisors's portfolio in Q2 2026, its #33 holding.
Ellsworth Advisors first reported a position in Darden Restaurants in Q4 2024 and has held it in 7 quarters since.
Ellsworth Advisors's Darden Restaurants position peaked at $7.16M in Q4 2025.
150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.