Evermay Wealth Management’s Darden Restaurants DRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$77.3K Hold
400
– – 0.01% 312
2026
Q2
$82.4K Buy
+400
New +$80.1K 0.01% 293
2024
Q1
– Sell
-2
Closed -$329 – 640
2023
Q4
$329 Buy
+2
New +$303 ﹤0.01% 647

Other funds holding DRI

Evermay Wealth Management's DRI Position: Q3 2026 in Review

Evermay Wealth Management held its Darden Restaurants (DRI) position steady in Q3 2026 at 400 shares worth $77.3K. The position accounts for 0.01% of the portfolio, ranked #312.

Evermay Wealth Management first reported a position in DRI in Q4 2023 and has held it in 3 quarters since. The position peaked at $82.4K in Q2 2026. 578 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Evermay Wealth Management held 400 shares of Darden Restaurants worth $77.3K as of Q3 2026.
  • Evermay Wealth Management left its Darden Restaurants share count unchanged in Q3 2026.
  • Darden Restaurants made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #312 holding.
  • Evermay Wealth Management first reported a position in Darden Restaurants in Q4 2023 and has held it in 3 quarters since.
  • Evermay Wealth Management's Darden Restaurants position peaked at $82.4K in Q2 2026.
  • 578 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.