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Fortis Group Advisors’s Darden Restaurants DRI Stock Holding History

Fortis Group 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
Q1 		– Sell
-3,998
Closed -$797K – 593
2025
Q4 		$797K Buy
+3,998
New +$729K 0.13% 170

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VPM
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State Street
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Raymond James Financial
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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

Fortis Group Advisors's DRI Position: Q1 2026 in Review

Fortis Group Advisors sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 3,998 shares — an estimated $797K sold.

Fortis Group Advisors first reported a position in DRI in Q4 2025 and held it in 1 quarter. The position peaked at $797K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Fortis Group Advisors reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 3,998 Darden Restaurants shares in Q1 2026, an estimated $797K.
  • Fortis Group Advisors first reported a position in Darden Restaurants in Q4 2025 and held it in 1 quarter.
  • Fortis Group Advisors's Darden Restaurants position peaked at $797K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.