Forum Financial Management’s Darden Restaurants DRI Stock Holding History

Forum Financial 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	–	Sell	-2,285	Closed	-$420K	–	521
2025 Q4	$420K	Sell	2,285 -186	-8%	-$33.9K	0.01%	569
2025 Q3	$470K	Buy	2,471 +816	+49%	+$168K	0.01%	485
2025 Q2	$361K	Buy	1,655 +205	+14%	+$42.5K	0.01%	560
2025 Q1	$301K	Sell	1,450 -504	-26%	-$97.3K	0.01%	591
2024 Q4	$365K	Buy	+1,954	New	+$328K	0.01%	513
2023 Q4	–	Sell	-1,904	Closed	-$273K	–	698
2023 Q3	$273K	Hold	1,904	–	–	0.01%	452
2023 Q2	$318K	Buy	+1,904	New	+$299K	0.01%	414
2022 Q2	–	Sell	-1,579	Closed	-$209K	–	599
2022 Q1	$209K	Hold	1,579	–	–	0.01%	550
2021 Q4	$238K	Buy	+1,579	New	+$233K	0.01%	532

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Financial Management's DRI Position: Q1 2026 in Review

Forum Financial Management sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 2,285 shares — an estimated $420K sold.

Forum Financial Management first reported a position in DRI in Q4 2021 and held it in 9 quarters. The position peaked at $470K in Q3 2025. 1,033 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Forum Financial Management reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,285 Darden Restaurants shares in Q1 2026, an estimated $420K.
Forum Financial Management first reported a position in Darden Restaurants in Q4 2021 and held it in 9 quarters.
Forum Financial Management's Darden Restaurants position peaked at $470K in Q3 2025.
1,033 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.