HM Payson & Co’s Darden Restaurants DRI Stock Holding History

HM Payson & Co’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	$827K	Sell	4,012 -6,690	-63%	-$1.34M	0.01%	251
2026 Q1	$2.1M	Sell	10,702 -125	-1%	-$25.7K	0.03%	159
2025 Q4	$1.99M	Hold	10,827	–	–	0.03%	157
2025 Q3	$2.06M	Hold	10,827	–	–	0.03%	155
2025 Q2	$2.36M	Hold	10,827	–	–	0.04%	143
2025 Q1	$2.25M	Hold	10,827	–	–	0.04%	145
2024 Q4	$2.02M	Buy	10,827 +124	+1%	+$20.8K	0.03%	149
2024 Q3	$1.76M	Buy	10,703 +475	+5%	+$71.9K	0.03%	167
2024 Q2	$1.55M	Hold	10,228	–	–	0.03%	173
2024 Q1	$1.71M	Hold	10,228	–	–	0.03%	166
2023 Q4	$1.68M	Sell	10,228 -311	-3%	-$47.1K	0.03%	160
2023 Q3	$1.51M	Buy	10,539 +242	+2%	+$38.4K	0.04%	159
2023 Q2	$1.72M	Buy	10,297 +183	+2%	+$28.7K	0.04%	155
2023 Q1	$1.57M	Buy	10,114 +375	+4%	+$55.5K	0.04%	158
2022 Q4	$1.35M	Sell	9,739 -575	-6%	-$80.2K	0.03%	166
2022 Q3	$1.3M	Hold	10,314	–	–	0.04%	162
2022 Q2	$1.17M	Hold	10,314	–	–	0.03%	173
2022 Q1	$1.37M	Sell	10,314 -62	-0.6%	-$8.56K	0.03%	172
2021 Q4	$1.56M	Sell	10,376 -2,028	-16%	-$300K	0.03%	172
2021 Q3	$1.88M	Hold	12,404	–	–	0.05%	163
2021 Q2	$1.81M	Hold	12,404	–	–	0.04%	167
2021 Q1	$1.76M	Hold	12,404	–	–	0.05%	167
2020 Q4	$1.48M	Buy	12,404 +45	+0.4%	+$4.82K	0.04%	174
2020 Q3	$1.25M	Hold	12,359	–	–	0.04%	177
2020 Q2	$936K	Sell	12,359 -160	-1%	-$11.3K	0.03%	188
2020 Q1	$682K	Sell	12,519 -100	-0.8%	-$9.73K	0.03%	194
2019 Q4	$1.38M	Sell	12,619 -26	-0.2%	-$2.95K	0.04%	170
2019 Q3	$1.5M	Sell	12,645 -29	-0.2%	-$3.54K	0.05%	162
2019 Q2	$1.54M	Buy	12,674 +101	+0.8%	+$12K	0.06%	159
2019 Q1	$1.53M	Buy	+12,573	New	+$1.38M	0.06%	151
2018 Q4	–	Sell	-12,619	Closed	-$1.4M	–	200
2018 Q3	$1.4M	Sell	12,619 -1,000	-7%	-$113K	0.06%	157
2018 Q2	$1.46M	Buy	13,619 +60	+0.4%	+$5.49K	0.06%	152
2018 Q1	$1.16M	Sell	13,559 -210	-2%	-$19.9K	0.05%	169
2017 Q4	$1.32M	Sell	13,769 -4,690	-25%	-$396K	0.05%	172
2017 Q3	$1.45M	Sell	18,459 -310	-2%	-$26.1K	0.06%	161
2017 Q2	$1.7M	Sell	18,769 -160	-0.8%	-$14K	0.08%	151
2017 Q1	$1.58M	Hold	18,929	–	–	0.07%	155
2016 Q4	$1.38M	Hold	18,929	–	–	0.07%	163
2016 Q3	$1.16M	Sell	18,929 -55	-0.3%	-$3.41K	0.06%	169
2016 Q2	$1.2M	Buy	18,984 +55	+0.3%	+$3.6K	0.06%	161
2016 Q1	$1.25M	Hold	18,929	–	–	0.07%	156
2015 Q4	$1.21M	Sell	18,929 -1,721	-8%	-$100K	0.06%	165
2015 Q3	$1.26M	Hold	20,650	–	–	0.07%	160
2015 Q2	$1.31M	Hold	20,650	–	–	0.07%	167
2015 Q1	$1.28M	Hold	20,650	–	–	0.06%	163
2014 Q4	$1.08M	Hold	20,650	–	–	0.05%	170
2014 Q3	$950K	Hold	20,650	–	–	0.05%	178
2014 Q2	$854K	Hold	20,650	–	–	0.04%	177
2014 Q1	$937K	Hold	20,650	–	–	0.05%	165
2013 Q4	$1M	Sell	20,650 -19	-0.1%	-$879	0.05%	161
2013 Q3	$855K	Hold	20,669	–	–	0.05%	169
2013 Q2	$933K	Buy	+20,669	New	+$955K	0.06%	165

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

HM Payson & Co's DRI Position: Q2 2026 in Review

HM Payson & Co reduced its Darden Restaurants (DRI) stake by 63% in Q2 2026, selling an estimated $1.34M and leaving 4,012 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #251.

HM Payson & Co first reported a position in DRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.36M in Q2 2025. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

HM Payson & Co held 4,012 shares of Darden Restaurants worth $827K as of Q2 2026.
HM Payson & Co sold 6,690 Darden Restaurants shares in Q2 2026, an estimated $1.34M.
Darden Restaurants made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #251 holding.
HM Payson & Co first reported a position in Darden Restaurants in Q2 2013 and has held it in 52 quarters since.
HM Payson & Co's Darden Restaurants position peaked at $2.36M in Q2 2025.
150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.