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Embree Financial Group’s Darden Restaurants DRI Stock Holding History

Embree Financial Group’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 		$369K Buy
1,793
+111
+7% +$22.2K 0.04% 197
2026
Q1 		$330K Buy
1,682
+45
+3% +$9.25K 0.04% 194
2025
Q4 		$301K Sell
1,637
-44
-3% -$8.02K 0.04% 194
2025
Q3 		$320K Buy
1,681
+57
+4% +$11.7K 0.04% 178
2025
Q2 		$354K Buy
1,624
+16
+1% +$3.32K 0.05% 155
2025
Q1 		$334K Sell
1,608
-41
-2% -$7.91K 0.06% 152
2024
Q4 		$308K Buy
1,649
+12
+0.7% +$2.01K 0.05% 157
2024
Q3 		$269K Buy
1,637
+12
+0.7% +$1.82K 0.05% 162
2024
Q2 		$246K Buy
1,625
+18
+1% +$2.74K 0.05% 164
2024
Q1 		$269K Buy
1,607
+25
+2% +$4.15K 0.05% 161
2023
Q4 		$260K Buy
+1,582
New +$240K 0.05% 153

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Embree Financial Group's DRI Position: Q2 2026 in Review

Embree Financial Group increased its Darden Restaurants (DRI) stake by 6.6% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,793 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #197.

Embree Financial Group first reported a position in DRI in Q4 2023 and has held it in 11 quarters since. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Embree Financial Group held 1,793 shares of Darden Restaurants worth $369K as of Q2 2026.
  • Embree Financial Group bought 111 Darden Restaurants shares in Q2 2026, an estimated $22.2K.
  • Darden Restaurants made up 0.04% of Embree Financial Group's portfolio in Q2 2026, its #197 holding.
  • Embree Financial Group first reported a position in Darden Restaurants in Q4 2023 and has held it in 11 quarters since.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.