GoalVest Advisory’s Darden Restaurants DRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.09K Buy
+15
New +$3K ﹤0.01% 418
2025
Q3
Sell
-74
Closed -$16.1K 407
2025
Q2
$16.1K Hold
74
﹤0.01% 289
2025
Q1
$15.4K Hold
74
﹤0.01% 249
2024
Q4
$13.8K Hold
74
﹤0.01% 265
2024
Q3
$12.1K Buy
+74
New +$11.2K ﹤0.01% 304
2022
Q2
Sell
-1
Closed 363
2022
Q1
$0 Buy
+1
New +$138 ﹤0.01% 402

Other funds holding DRI

GoalVest Advisory's DRI Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Darden Restaurants (DRI) in Q2 2026: 15 shares worth $3.09K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in DRI as recently as Q2 2025.

GoalVest Advisory first reported a position in DRI in Q1 2022 and has held it in 6 quarters since. The position peaked at $16.1K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • GoalVest Advisory held 15 shares of Darden Restaurants worth $3.09K as of Q2 2026.
  • Darden Restaurants was a new GoalVest Advisory position in Q2 2026.
  • Darden Restaurants made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #418 holding.
  • GoalVest Advisory first reported a position in Darden Restaurants in Q1 2022 and has held it in 6 quarters since.
  • GoalVest Advisory's Darden Restaurants position peaked at $16.1K in Q2 2025.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.