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J. Derek Lewis & Associates’s Darden Restaurants DRI Stock Holding History

J. Derek Lewis & Associates’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 		$339K Sell
1,644
-39
-2% -$7.81K 0.06% 133
2026
Q1 		$330K Sell
1,683
-170
-9% -$35K 0.07% 132
2025
Q4 		$341K Buy
+1,853
New +$338K 0.08% 124

Other funds holding DRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

J. Derek Lewis & Associates's DRI Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Darden Restaurants (DRI) stake by 2.3% in Q2 2026, selling an estimated $7.81K and leaving 1,644 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #133.

J. Derek Lewis & Associates first reported a position in DRI in Q4 2025 and has held it in 3 quarters since. The position peaked at $341K in Q4 2025. 618 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • J. Derek Lewis & Associates held 1,644 shares of Darden Restaurants worth $339K as of Q2 2026.
  • J. Derek Lewis & Associates sold 39 Darden Restaurants shares in Q2 2026, an estimated $7.81K.
  • Darden Restaurants made up 0.06% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #133 holding.
  • J. Derek Lewis & Associates first reported a position in Darden Restaurants in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Darden Restaurants position peaked at $341K in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.