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Hager Investment Management Services’s Darden Restaurants DRI Stock Holding History

Hager Investment Management Services’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 		– Sell
-84
Closed -$16.5K – 361
2026
Q1 		$16.5K Sell
84
-135
-62% -$27.8K 0.01% 206
2025
Q4 		$40.3K Sell
219
-1,408
-87% -$257K 0.02% 149
2025
Q3 		$310K Buy
1,627
+147
+10% +$30.2K 0.17% 80
2025
Q2 		$323K Buy
1,480
+1,467
+11,285% +$304K 0.19% 73
2025
Q1 		$2.7K Buy
+13
New +$2.51K ﹤0.01% 261

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Vanguard Capital Management
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Vanguard Portfolio Management
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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

Hager Investment Management Services's DRI Position: Q2 2026 in Review

Hager Investment Management Services sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 84 shares — an estimated $16.5K sold.

Hager Investment Management Services first reported a position in DRI in Q1 2025 and held it in 5 quarters. The position peaked at $323K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Hager Investment Management Services reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Hager Investment Management Services sold 84 Darden Restaurants shares in Q2 2026, an estimated $16.5K.
  • Hager Investment Management Services first reported a position in Darden Restaurants in Q1 2025 and held it in 5 quarters.
  • Hager Investment Management Services's Darden Restaurants position peaked at $323K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.