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Excalibur Management’s Darden Restaurants DRI Stock Holding History

Excalibur Management’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
Q1 		$424K Hold
2,162
– – 0.15% 114
2025
Q4 		$398K Hold
2,162
– – 0.14% 115
2025
Q3 		$411K Sell
2,162
-33
-2% -$6.78K 0.15% 117
2025
Q2 		$478K Hold
2,195
– – 0.18% 103
2025
Q1 		$456K Hold
2,195
– – 0.18% 105
2024
Q4 		$410K Hold
2,195
– – 0.16% 112
2024
Q3 		$360K Sell
2,195
-25
-1% -$3.78K 0.14% 129
2024
Q2 		$336K Hold
2,220
– – 0.14% 123
2024
Q1 		$371K Buy
2,220
+41
+2% +$6.8K 0.16% 112
2023
Q4 		$358K Sell
2,179
-126
-5% -$19.1K 0.17% 112
2023
Q3 		$330K Hold
2,305
– – 0.17% 113
2023
Q2 		$385K Hold
2,305
– – 0.2% 101
2023
Q1 		$358K Hold
2,305
– – 0.19% 108
2022
Q4 		$319K Hold
2,305
– – 0.17% 115
2022
Q3 		$291K Hold
2,305
– – 0.16% 116
2022
Q2 		$261K Hold
2,305
– – 0.14% 124
2022
Q1 		$306K Hold
2,305
– – 0.13% 127
2021
Q4 		$347K Hold
2,305
– – 0.14% 122
2021
Q3 		$349K Hold
2,305
– – 0.15% 122
2021
Q2 		$337K Hold
2,305
– – 0.15% 119
2021
Q1 		$327K Hold
2,305
– – 0.16% 116
2020
Q4 		$275K Hold
2,305
– – 0.15% 117
2020
Q3 		$232K Buy
+2,305
New +$192K 0.14% 113
2020
Q1 		– Sell
-3,525
Closed -$384K – 134
2019
Q4 		$384K Buy
+3,525
New +$400K 0.25% 71

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Excalibur Management's DRI Position: Q1 2026 in Review

Excalibur Management held its Darden Restaurants (DRI) position steady in Q1 2026 at 2,162 shares worth $424K. The position accounts for 0.15% of the portfolio, ranked #114.

Excalibur Management first reported a position in DRI in Q4 2019 and has held it in 24 quarters since. The position peaked at $478K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Excalibur Management held 2,162 shares of Darden Restaurants worth $424K as of Q1 2026.
  • Excalibur Management left its Darden Restaurants share count unchanged in Q1 2026.
  • Darden Restaurants made up 0.15% of Excalibur Management's portfolio in Q1 2026, its #114 holding.
  • Excalibur Management first reported a position in Darden Restaurants in Q4 2019 and has held it in 24 quarters since.
  • Excalibur Management's Darden Restaurants position peaked at $478K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.