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Lee Financial’s Darden Restaurants DRI Stock Holding History

Lee Financial’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 		$1.16M Buy
+5,644
New +$1.13M 0.15% 69
2024
Q1 		– Sell
-13
Closed -$2.14K – 343
2023
Q4 		$2.14K Hold
13
– – ﹤0.01% 738
2023
Q3 		$1.86K Hold
13
– – ﹤0.01% 702
2023
Q2 		$2.17K Sell
13
-287
-96% -$45.1K ﹤0.01% 643
2023
Q1 		$46.5K Hold
300
– – 0.01% 236
2022
Q4 		$41.5K Hold
300
– – 0.01% 269
2022
Q3 		$38K Hold
300
– – 0.01% 273
2022
Q2 		$34K Hold
300
– – 0.01% 278
2022
Q1 		$40K Hold
300
– – 0.01% 262
2021
Q4 		$45K Hold
300
– – 0.01% 267
2021
Q3 		$45K Hold
300
– – 0.01% 239
2021
Q2 		$44K Sell
300
-116
-28% -$16.3K 0.01% 240
2021
Q1 		$59K Hold
416
– – 0.01% 220
2020
Q4 		$50K Hold
416
– – 0.01% 210
2020
Q3 		$42K Hold
416
– – 0.01% 248
2020
Q2 		$32K Buy
416
+300
+259% +$21.3K 0.01% 238
2020
Q1 		$6K Sell
116
-5,948
-98% -$579K ﹤0.01% 355
2019
Q4 		$660K Buy
6,064
+80
+1% +$9.08K 0.14% 84
2019
Q3 		$707K Buy
5,984
+55
+0.9% +$6.71K 0.16% 76
2019
Q2 		$721K Sell
5,929
-40
-0.7% -$4.76K 0.16% 74
2019
Q1 		$725K Buy
5,969
+34
+0.6% +$3.73K 0.17% 71
2018
Q4 		$593K Sell
5,935
-3,466
-37% -$371K 0.16% 70
2018
Q3 		$1.05M Sell
9,401
-75
-0.8% -$8.45K 0.26% 63
2018
Q2 		$1.01M Sell
9,476
-4,390
-32% -$402K 0.24% 62
2018
Q1 		$1.18M Sell
13,866
-1,520
-10% -$144K 0.3% 53
2017
Q4 		$1.48M Sell
15,386
-246
-2% -$20.8K 0.43% 44
2017
Q3 		$1.23M Sell
15,632
-413
-3% -$34.8K 0.4% 51
2017
Q2 		$1.45M Buy
16,045
+170
+1% +$14.9K 0.53% 42
2017
Q1 		$1.33M Sell
15,875
-190
-1% -$14.2K 0.53% 38
2016
Q4 		$1.17M Buy
+16,065
New +$1.12M 0.65% 39

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial's DRI Position: Q2 2026 in Review

Lee Financial opened a new position in Darden Restaurants (DRI) in Q2 2026: 5,644 shares worth $1.16M. The stake represents 0.15% of the portfolio and ranks #69 among its holdings. This is a return to the name: Lee Financial previously reported a position in DRI as recently as Q4 2023.

Lee Financial first reported a position in DRI in Q4 2016 and has held it in 30 quarters since. The position peaked at $1.48M in Q4 2017. 1,082 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Lee Financial held 5,644 shares of Darden Restaurants worth $1.16M as of Q2 2026.
  • Darden Restaurants was a new Lee Financial position in Q2 2026.
  • Darden Restaurants made up 0.15% of Lee Financial's portfolio in Q2 2026, its #69 holding.
  • Lee Financial first reported a position in Darden Restaurants in Q4 2016 and has held it in 30 quarters since.
  • Lee Financial's Darden Restaurants position peaked at $1.48M in Q4 2017.
  • 1,082 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.