Forvis Mazars Wealth Advisors
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Forvis Mazars Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Forvis Mazars Wealth 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
Q3 		$3.52M Buy
18,216
+82
+0.5% +$17.1K 0.06% 120
2026
Q2 		$3.74M Buy
18,134
+1,257
+7% +$252K 0.06% 117
2026
Q1 		$3.31M Sell
16,877
-13
-0.1% -$2.67K 0.06% 116
2025
Q4 		$3.11M Sell
16,890
-756
-4% -$138K 0.06% 120
2025
Q3 		$3.36M Sell
17,646
-971
-5% -$200K 0.07% 115
2025
Q2 		$4.06M Sell
18,617
-943
-5% -$196K 0.09% 100
2025
Q1 		$4.06M Buy
19,560
+1,020
+6% +$197K 0.1% 99
2024
Q4 		$3.46M Buy
18,540
+1,028
+6% +$172K 0.08% 118
2024
Q3 		$2.87M Buy
17,512
+163
+0.9% +$24.7K 0.07% 141
2024
Q2 		$2.63M Buy
17,349
+2,238
+15% +$341K 0.07% 136
2024
Q1 		$2.53M Buy
15,111
+96
+0.6% +$15.9K 0.06% 139
2023
Q4 		$2.47M Sell
15,015
-446
-3% -$67.5K 0.07% 137
2023
Q3 		$2.21M Sell
15,461
-9,827
-39% -$1.56M 0.07% 142
2023
Q2 		$4.23M Buy
25,288
+9,732
+63% +$1.53M 0.12% 106
2023
Q1 		$2.41M Sell
15,556
-696
-4% -$103K 0.08% 133
2022
Q4 		$2.25M Buy
16,252
+241
+2% +$33.6K 0.08% 134
2022
Q3 		$2.02M Buy
16,011
+3,292
+26% +$411K 0.08% 137
2022
Q2 		$1.44M Sell
12,719
-848
-6% -$106K 0.06% 160
2022
Q1 		$1.8M Buy
13,567
+1,307
+11% +$180K 0.08% 115
2021
Q4 		$1.85M Buy
12,260
+749
+7% +$111K 0.08% 106
2021
Q3 		$1.74M Buy
11,511
+759
+7% +$112K 0.08% 105
2021
Q2 		$1.57M Buy
10,752
+2,304
+27% +$324K 0.07% 113
2021
Q1 		$1.2M Sell
8,448
-115
-1% -$15.1K 0.06% 123
2020
Q4 		$1.02M Buy
8,563
+1,751
+26% +$188K 0.05% 149
2020
Q3 		$686K Sell
6,812
-513
-7% -$42.6K 0.04% 166
2020
Q2 		$555K Buy
7,325
+2,452
+50% +$174K 0.04% 184
2020
Q1 		$265K Buy
+4,873
New +$474K 0.02% 238

Other funds holding DRI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DRI Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Darden Restaurants (DRI) stake by 0.45% in Q3 2026, buying an estimated $17.1K and bringing the position to 18,216 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #120.

Forvis Mazars Wealth Advisors first reported a position in DRI in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.23M in Q2 2023. 643 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 18,216 shares of Darden Restaurants worth $3.52M as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 82 Darden Restaurants shares in Q3 2026, an estimated $17.1K.
  • Darden Restaurants made up 0.06% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #120 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Darden Restaurants in Q1 2020 and has held it in 27 quarters since.
  • Forvis Mazars Wealth Advisors's Darden Restaurants position peaked at $4.23M in Q2 2023.
  • 643 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.