Ellsworth Advisors
DRI icon

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
Q3 		$7.34M Buy
37,992
+1,546
+4% +$323K 1.18% 29
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

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Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 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

Ellsworth Advisors's DRI Position: Q3 2026 in Review

Ellsworth Advisors increased its Darden Restaurants (DRI) stake by 4.2% in Q3 2026, buying an estimated $323K and bringing the position to 37,992 shares worth $7.34M. The position accounts for 1.18% of the portfolio, ranked #29.

Ellsworth Advisors first reported a position in DRI in Q4 2024 and has held it in 8 quarters since. 250 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Ellsworth Advisors held 37,992 shares of Darden Restaurants worth $7.34M as of Q3 2026.
  • Ellsworth Advisors bought 1,546 Darden Restaurants shares in Q3 2026, an estimated $323K.
  • Darden Restaurants made up 1.18% of Ellsworth Advisors's portfolio in Q3 2026, its #29 holding.
  • Ellsworth Advisors first reported a position in Darden Restaurants in Q4 2024 and has held it in 8 quarters since.
  • 250 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.