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Leonard Rickey Investment Advisors’s Darden Restaurants DRI Stock Holding History

Leonard Rickey Investment 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 		– Sell
-1,072
Closed -$210K – 128
2026
Q1 		$210K Buy
+1,072
New +$220K 0.04% 110
2025
Q4 		– Sell
-1,084
Closed -$206K – 118
2025
Q3 		$206K Sell
1,084
-7
-0.6% -$1.44K 0.04% 116
2025
Q2 		$238K Sell
1,091
-48
-4% -$9.96K 0.05% 104
2025
Q1 		$227K Buy
+1,139
New +$220K 0.05% 102

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 $3.38T AUM 44.17% 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

Leonard Rickey Investment Advisors's DRI Position: Q2 2026 in Review

Leonard Rickey Investment Advisors sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 1,072 shares — an estimated $210K sold.

Leonard Rickey Investment Advisors first reported a position in DRI in Q1 2025 and held it in 4 quarters. The position peaked at $238K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Leonard Rickey Investment Advisors reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 1,072 Darden Restaurants shares in Q2 2026, an estimated $210K.
  • Leonard Rickey Investment Advisors first reported a position in Darden Restaurants in Q1 2025 and held it in 4 quarters.
  • Leonard Rickey Investment Advisors's Darden Restaurants position peaked at $238K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.