Lee Financial
DRI icon

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
Q3 		$1.09M Sell
5,630
-14
-0.2% -$2.93K 0.14% 76
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 		$1.02M 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

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Lee Financial's DRI Position: Q3 2026 in Review

Lee Financial reduced its Darden Restaurants (DRI) stake by 0.25% in Q3 2026, selling an estimated $2.93K and leaving 5,630 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #76.

Lee Financial first reported a position in DRI in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.48M in Q4 2017. 187 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Lee Financial held 5,630 shares of Darden Restaurants worth $1.09M as of Q3 2026.
  • Lee Financial sold 14 Darden Restaurants shares in Q3 2026, an estimated $2.93K.
  • Darden Restaurants made up 0.14% of Lee Financial's portfolio in Q3 2026, its #76 holding.
  • Lee Financial first reported a position in Darden Restaurants in Q4 2016 and has held it in 31 quarters since.
  • Lee Financial's Darden Restaurants position peaked at $1.48M in Q4 2017.
  • 187 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.