Lee, Danner & Bass’s Darden Restaurants DRI Stock Holding History

Lee, Danner & Bass’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 Q1	$831K	Hold	4,240	–	–	0.05%	159
2025 Q4	$780K	Hold	4,240	–	–	0.06%	148
2025 Q3	$807K	Hold	4,240	–	–	0.06%	145
2025 Q2	$924K	Hold	4,240	–	–	0.07%	138
2025 Q1	$881K	Sell	4,240 -49	-1%	-$9.46K	0.07%	139
2024 Q4	$801K	Hold	4,289	–	–	0.06%	144
2024 Q3	$704K	Hold	4,289	–	–	0.05%	154
2024 Q2	$649K	Buy	+4,289	New	+$653K	0.05%	154
2023 Q4	$705K	Sell	4,289 -15	-0.3%	-$2.27K	0.06%	146
2023 Q3	$616K	Buy	4,304 +12	+0.3%	+$1.9K	0.06%	146
2023 Q2	$717K	Sell	4,292 -597	-12%	-$93.8K	0.06%	146
2023 Q1	$759K	Hold	4,889	–	–	0.07%	141
2022 Q4	$676K	Hold	4,889	–	–	0.06%	146
2022 Q3	$618K	Hold	4,889	–	–	0.07%	143
2022 Q2	$553K	Hold	4,889	–	–	0.06%	147
2022 Q1	$650K	Sell	4,889 -37	-0.8%	-$5.11K	0.06%	145
2021 Q4	$742K	Hold	4,926	–	–	0.06%	140
2021 Q3	$746K	Hold	4,926	–	–	0.07%	137
2021 Q2	$719K	Sell	4,926 -300	-6%	-$42.2K	0.07%	136
2021 Q1	$742K	Hold	5,226	–	–	0.07%	133
2020 Q4	$623K	Buy	5,226 +20	+0.4%	+$2.14K	0.07%	132
2020 Q3	$524K	Hold	5,206	–	–	0.06%	134
2020 Q2	$394K	Sell	5,206 -234	-4%	-$16.6K	0.05%	142
2020 Q1	$296K	Hold	5,440	–	–	0.04%	148
2019 Q4	$593K	Hold	5,440	–	–	0.06%	139
2019 Q3	$643K	Hold	5,440	–	–	0.07%	135
2019 Q2	$662K	Sell	5,440 -500	-8%	-$59.5K	0.07%	135
2019 Q1	$722K	Hold	5,940	–	–	0.08%	128
2018 Q4	$593K	Sell	5,940 -500	-8%	-$53.5K	0.07%	131
2018 Q3	$716K	Hold	6,440	–	–	0.07%	130
2018 Q2	$689K	Hold	6,440	–	–	0.07%	128
2018 Q1	$549K	Hold	6,440	–	–	0.06%	134
2017 Q4	$618K	Hold	6,440	–	–	0.06%	129
2017 Q3	$507K	Hold	6,440	–	–	0.05%	132
2017 Q2	$582K	Hold	6,440	–	–	0.07%	124
2017 Q1	$539K	Hold	6,440	–	–	0.06%	126
2016 Q4	$468K	Hold	6,440	–	–	0.06%	128
2016 Q3	$395K	Hold	6,440	–	–	0.05%	131
2016 Q2	$408K	Hold	6,440	–	–	0.05%	130
2016 Q1	$411K	Buy	6,440 +1,440	+29%	+$91.1K	0.05%	127
2015 Q4	$318K	Sell	5,000 -593	-11%	-$34.5K	0.04%	135
2015 Q3	$343K	Hold	5,593	–	–	0.05%	139
2015 Q2	$355K	Hold	5,593	–	–	0.04%	139
2015 Q1	$347K	Hold	5,593	–	–	0.04%	135
2014 Q4	$293K	Hold	5,593	–	–	0.04%	142
2014 Q3	$257K	Hold	5,593	–	–	0.03%	145
2014 Q2	$231K	Hold	5,593	–	–	0.03%	148
2014 Q1	$254K	Sell	5,593 -140	-2%	-$6.26K	0.03%	140
2013 Q4	$279K	Buy	5,733 +140	+3%	+$6.48K	0.04%	132
2013 Q3	$231K	Hold	5,593	–	–	0.03%	136
2013 Q2	$252K	Buy	+5,593	New	+$259K	0.04%	131

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee, Danner & Bass's DRI Position: Q1 2026 in Review

Lee, Danner & Bass held its Darden Restaurants (DRI) position steady in Q1 2026 at 4,240 shares worth $831K. The position accounts for 0.05% of the portfolio, ranked #159.

Lee, Danner & Bass first reported a position in DRI in Q2 2013 and has held it in 51 quarters since. The position peaked at $924K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Lee, Danner & Bass held 4,240 shares of Darden Restaurants worth $831K as of Q1 2026.
Lee, Danner & Bass left its Darden Restaurants share count unchanged in Q1 2026.
Darden Restaurants made up 0.05% of Lee, Danner & Bass's portfolio in Q1 2026, its #159 holding.
Lee, Danner & Bass first reported a position in Darden Restaurants in Q2 2013 and has held it in 51 quarters since.
Lee, Danner & Bass's Darden Restaurants position peaked at $924K in Q2 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Lee, Danner & Bass's 13F filing for Q1 2026, filed 28 Apr 2026.