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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leonard Rickey Investment Advisors's DRI Position: Q1 2026 in Review

Leonard Rickey Investment Advisors opened a new position in Darden Restaurants (DRI) in Q1 2026: 1,072 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #110 among its holdings. This is a return to the name: Leonard Rickey Investment Advisors previously reported a position in DRI as recently as Q3 2025.

Leonard Rickey Investment Advisors first reported a position in DRI in Q1 2025 and has held it in 4 quarters since. The position peaked at $238K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Leonard Rickey Investment Advisors held 1,072 shares of Darden Restaurants worth $210K as of Q1 2026.
  • Darden Restaurants was a new Leonard Rickey Investment Advisors position in Q1 2026.
  • Darden Restaurants made up 0.04% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #110 holding.
  • Leonard Rickey Investment Advisors first reported a position in Darden Restaurants in Q1 2025 and has held it in 4 quarters since.
  • Leonard Rickey Investment Advisors's Darden Restaurants position peaked at $238K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.