Lauterbach Financial Advisors’s Darden Restaurants DRI Stock Holding History

Lauterbach Financial 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	$989K	Hold	4,800	–	–	0.43%	32
2026 Q1	$941K	Hold	4,800	–	–	0.46%	29
2025 Q4	$883K	Hold	4,800	–	–	0.43%	29
2025 Q3	$914K	Hold	4,800	–	–	0.46%	29
2025 Q2	$1.05M	Hold	4,800	–	–	0.58%	26
2025 Q1	$997K	Hold	4,800	–	–	0.62%	23
2024 Q4	$896K	Hold	4,800	–	–	0.54%	26
2024 Q3	$788K	Hold	4,800	–	–	0.48%	27
2024 Q2	$691K	Hold	4,800	–	–	0.46%	26
2024 Q1	$802K	Hold	4,800	–	–	0.53%	25
2023 Q4	$789K	Hold	4,800	–	–	0.55%	23
2023 Q3	$687K	Hold	4,800	–	–	0.54%	24
2023 Q2	$802K	Hold	4,800	–	–	0.61%	20
2023 Q1	$745K	Hold	4,800	–	–	0.6%	21
2022 Q4	$664K	Hold	4,800	–	–	0.59%	22
2022 Q3	$606K	Hold	4,800	–	–	0.62%	22
2022 Q2	$543K	Hold	4,800	–	–	0.52%	23
2022 Q1	$638K	Hold	4,800	–	–	0.58%	21
2021 Q4	$723K	Buy	+4,800	New	+$710K	0.64%	19

Other funds holding DRI

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Lauterbach Financial Advisors's DRI Position: Q2 2026 in Review

Lauterbach Financial Advisors held its Darden Restaurants (DRI) position steady in Q2 2026 at 4,800 shares worth $989K. The position accounts for 0.43% of the portfolio, ranked #32.

Lauterbach Financial Advisors first reported a position in DRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q2 2025. 428 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Lauterbach Financial Advisors held 4,800 shares of Darden Restaurants worth $989K as of Q2 2026.
Lauterbach Financial Advisors left its Darden Restaurants share count unchanged in Q2 2026.
Darden Restaurants made up 0.43% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #32 holding.
Lauterbach Financial Advisors first reported a position in Darden Restaurants in Q4 2021 and has held it in 19 quarters since.
Lauterbach Financial Advisors's Darden Restaurants position peaked at $1.05M in Q2 2025.
428 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.