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Great Valley Advisor Group’s Darden Restaurants DRI Stock Holding History

Great Valley Advisor Group’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 		$214K Sell
1,092
-44
-4% -$9.05K ﹤0.01% 935
2025
Q4 		$209K Sell
1,136
-15
-1% -$2.73K ﹤0.01% 891
2025
Q3 		$219K Sell
1,151
-292
-20% -$60K ﹤0.01% 866
2025
Q2 		$314K Sell
1,443
-207
-13% -$43K 0.01% 733
2025
Q1 		$343K Sell
1,650
-181
-10% -$34.9K 0.01% 684
2024
Q4 		$342K Sell
1,831
-164
-8% -$27.5K 0.01% 664
2024
Q3 		$328K Sell
1,995
-72
-3% -$10.9K 0.01% 667
2024
Q2 		$313K Sell
2,067
-84
-4% -$12.8K 0.01% 633
2024
Q1 		$360K Sell
2,151
-16
-0.7% -$2.66K 0.01% 560
2023
Q4 		$356K Sell
2,167
-162
-7% -$24.5K 0.01% 537
2023
Q3 		$333K Buy
2,329
+609
+35% +$96.6K 0.01% 527
2023
Q2 		$287K Buy
1,720
+321
+23% +$50.4K 0.01% 567
2023
Q1 		$217K Sell
1,399
-4,283
-75% -$634K 0.01% 635
2022
Q4 		$786K Buy
5,682
+1,637
+40% +$228K 0.04% 359
2022
Q3 		$511K Buy
4,045
+403
+11% +$50.4K 0.03% 415
2022
Q2 		$412K Buy
3,642
+142
+4% +$17.7K 0.02% 470
2022
Q1 		$473K Sell
3,500
-385
-10% -$53.2K 0.03% 403
2021
Q4 		$586K Buy
+3,885
New +$574K 0.04% 356
2020
Q1 		– Sell
-2,698
Closed -$294K – 325
2019
Q4 		$294K Buy
+2,698
New +$306K 0.07% 282

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Great Valley Advisor Group's DRI Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Darden Restaurants (DRI) stake by 3.9% in Q1 2026, selling an estimated $9.05K and leaving 1,092 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Great Valley Advisor Group first reported a position in DRI in Q4 2019 and has held it in 19 quarters since. The position peaked at $786K in Q4 2022. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Great Valley Advisor Group held 1,092 shares of Darden Restaurants worth $214K as of Q1 2026.
  • Great Valley Advisor Group sold 44 Darden Restaurants shares in Q1 2026, an estimated $9.05K.
  • Darden Restaurants made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #935 holding.
  • Great Valley Advisor Group first reported a position in Darden Restaurants in Q4 2019 and has held it in 19 quarters since.
  • Great Valley Advisor Group's Darden Restaurants position peaked at $786K in Q4 2022.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.