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Harbor Investment Advisory’s Darden Restaurants DRI Stock Holding History

Harbor Investment 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
Q2 		$193K Sell
938
-60
-6% -$12K 0.01% 424
2026
Q1 		$196K Sell
998
-42
-4% -$8.64K 0.02% 403
2025
Q4 		$191K Sell
1,040
-290
-22% -$52.9K 0.01% 413
2025
Q3 		$253K Sell
1,330
-10
-0.7% -$2.06K 0.02% 356
2025
Q2 		$292K Sell
1,340
-5
-0.4% -$1.04K 0.03% 328
2025
Q1 		$279K Sell
1,345
-62
-4% -$12K 0.03% 320
2024
Q4 		$263K Sell
1,407
-33
-2% -$5.53K 0.02% 319
2024
Q3 		$236K Sell
1,440
-31
-2% -$4.69K 0.02% 328
2024
Q2 		$223K Sell
1,471
-27
-2% -$4.11K 0.02% 325
2024
Q1 		$250K Sell
1,498
-3
-0.2% -$498 0.03% 306
2023
Q4 		$247K Hold
1,501
– – 0.03% 296
2023
Q3 		$215K Sell
1,501
-1,234
-45% -$196K 0.03% 298
2023
Q2 		$457K Sell
2,735
-30
-1% -$4.71K 0.06% 231
2023
Q1 		$429K Sell
2,765
-193
-7% -$28.6K 0.06% 231
2022
Q4 		$409K Sell
2,958
-10
-0.3% -$1.4K 0.06% 232
2022
Q3 		$375K Buy
2,968
+195
+7% +$24.4K 0.06% 233
2022
Q2 		$314K Sell
2,773
-79
-3% -$9.87K 0.05% 257
2022
Q1 		$379K Sell
2,852
-36
-1% -$4.97K 0.05% 255
2021
Q4 		$435K Sell
2,888
-9
-0.3% -$1.33K 0.06% 244
2021
Q3 		$439K Sell
2,897
-350
-11% -$51.4K 0.06% 243
2021
Q2 		$474K Buy
3,247
+342
+12% +$48.1K 0.06% 232
2021
Q1 		$413K Sell
2,905
-55
-2% -$7.24K 0.06% 229
2020
Q4 		$353K Buy
2,960
+436
+17% +$46.7K 0.06% 231
2020
Q3 		$254K Buy
2,524
+491
+24% +$40.8K 0.05% 235
2020
Q2 		$154K Buy
2,033
+258
+15% +$18.3K 0.03% 298
2020
Q1 		$97K Buy
1,775
+205
+13% +$19.9K 0.03% 317
2019
Q4 		$171K Buy
+1,570
New +$178K 0.04% 265

Other funds holding DRI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Harbor Investment Advisory's DRI Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Darden Restaurants (DRI) stake by 6% in Q2 2026, selling an estimated $12K and leaving 938 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #424.

Harbor Investment Advisory first reported a position in DRI in Q4 2019 and has held it in 27 quarters since. The position peaked at $474K in Q2 2021. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Harbor Investment Advisory held 938 shares of Darden Restaurants worth $193K as of Q2 2026.
  • Harbor Investment Advisory sold 60 Darden Restaurants shares in Q2 2026, an estimated $12K.
  • Darden Restaurants made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #424 holding.
  • Harbor Investment Advisory first reported a position in Darden Restaurants in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Darden Restaurants position peaked at $474K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.