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GLOBALT Investments’s Darden Restaurants DRI Stock Holding History

GLOBALT Investments’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
Q2 		$384K Sell
1,865
-380
-17% -$76.1K 0.01% 194
2026
Q1 		$440K Sell
2,245
-985
-30% -$203K 0.02% 185
2025
Q4 		$594K Sell
3,230
-40,388
-93% -$7.36M 0.02% 165
2025
Q3 		$8.3M Sell
43,618
-681
-2% -$140K 0.3% 44
2025
Q2 		$9.66M Sell
44,299
-2,503
-5% -$519K 0.37% 36
2025
Q1 		$9.72M Buy
46,802
+992
+2% +$191K 0.4% 31
2024
Q4 		$8.55M Sell
45,810
-2,041
-4% -$342K 0.33% 35
2024
Q3 		$7.85M Sell
47,851
-1,417
-3% -$215K 0.29% 38
2024
Q2 		$7.46M Sell
49,268
-609
-1% -$92.7K 0.3% 43
2024
Q1 		$8.34M Sell
49,877
-532
-1% -$88.3K 0.33% 35
2023
Q4 		$8.28M Buy
+50,409
New +$7.63M 0.34% 33

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GLOBALT Investments's DRI Position: Q2 2026 in Review

GLOBALT Investments reduced its Darden Restaurants (DRI) stake by 17% in Q2 2026, selling an estimated $76.1K and leaving 1,865 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #194.

GLOBALT Investments first reported a position in DRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.72M in Q1 2025. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • GLOBALT Investments held 1,865 shares of Darden Restaurants worth $384K as of Q2 2026.
  • GLOBALT Investments sold 380 Darden Restaurants shares in Q2 2026, an estimated $76.1K.
  • Darden Restaurants made up 0.01% of GLOBALT Investments's portfolio in Q2 2026, its #194 holding.
  • GLOBALT Investments first reported a position in Darden Restaurants in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Darden Restaurants position peaked at $9.72M in Q1 2025.
  • 1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.