GoalVest Advisory
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GoalVest Advisory’s Darden Restaurants DRI Stock Holding History

GoalVest Advisory’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 		$2.9K Hold
15
– – ﹤0.01% 622
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

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

GoalVest Advisory's DRI Position: Q3 2026 in Review

GoalVest Advisory held its Darden Restaurants (DRI) position steady in Q3 2026 at 15 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

GoalVest Advisory first reported a position in DRI in Q1 2022 and has held it in 7 quarters since. The position peaked at $16.1K in Q2 2025. 927 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • GoalVest Advisory held 15 shares of Darden Restaurants worth $2.9K as of Q3 2026.
  • GoalVest Advisory left its Darden Restaurants share count unchanged in Q3 2026.
  • Darden Restaurants made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #622 holding.
  • GoalVest Advisory first reported a position in Darden Restaurants in Q1 2022 and has held it in 7 quarters since.
  • GoalVest Advisory's Darden Restaurants position peaked at $16.1K in Q2 2025.
  • 927 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.