HHM Wealth Advisors’s Darden Restaurants DRI Stock Holding History

HHM Wealth Advisors’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	$37.3K	Hold	181	–	–	﹤0.01%	430
2026 Q1	$35.5K	Buy	181 +56	+45%	+$11.5K	﹤0.01%	415
2025 Q4	$23K	Hold	125	–	–	﹤0.01%	475
2025 Q3	$23.8K	Hold	125	–	–	﹤0.01%	485
2025 Q2	$27.2K	Sell	125 -129	-51%	-$26.8K	﹤0.01%	465
2025 Q1	$52.8K	Hold	254	–	–	0.01%	351
2024 Q4	$47.4K	Buy	254 +129	+103%	+$21.6K	0.01%	364
2024 Q3	$20.5K	Hold	125	–	–	﹤0.01%	464
2024 Q2	$18.9K	Hold	125	–	–	﹤0.01%	460
2024 Q1	$20.9K	Hold	125	–	–	﹤0.01%	404
2023 Q4	$20.5K	Sell	125 -210	-63%	-$31.8K	﹤0.01%	406
2023 Q3	$48K	Buy	335 +125	+60%	+$19.8K	0.01%	275
2023 Q2	$35.1K	Hold	210	–	–	0.01%	338
2023 Q1	$32.6K	Buy	+210	New	+$31.1K	0.01%	335
2022 Q2	–	Sell	-188	Closed	-$25K	–	788
2022 Q1	$25K	Hold	188	–	–	0.01%	405
2021 Q4	$28K	Hold	188	–	–	0.01%	382
2021 Q3	$28K	Hold	188	–	–	0.01%	367
2021 Q2	$27K	Hold	188	–	–	0.01%	364
2021 Q1	$27K	Hold	188	–	–	0.01%	342
2020 Q4	$22K	Hold	188	–	–	0.01%	342
2020 Q3	$19K	Hold	188	–	–	0.01%	314
2020 Q2	$14K	Hold	188	–	–	0.01%	342
2020 Q1	$10K	Buy	+188	New	+$18.3K	﹤0.01%	352

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HHM Wealth Advisors's DRI Position: Q2 2026 in Review

HHM Wealth Advisors held its Darden Restaurants (DRI) position steady in Q2 2026 at 181 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

HHM Wealth Advisors first reported a position in DRI in Q1 2020 and has held it in 23 quarters since. The position peaked at $52.8K in Q1 2025. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

HHM Wealth Advisors held 181 shares of Darden Restaurants worth $37.3K as of Q2 2026.
HHM Wealth Advisors left its Darden Restaurants share count unchanged in Q2 2026.
Darden Restaurants made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #430 holding.
HHM Wealth Advisors first reported a position in Darden Restaurants in Q1 2020 and has held it in 23 quarters since.
HHM Wealth Advisors's Darden Restaurants position peaked at $52.8K in Q1 2025.
150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.