Liberty One Investment Management’s Darden Restaurants DRI Stock Holding History

Liberty One Investment Management’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	$5.96M	Buy	+28,934	New	+$5.8M	0.6%	50
2021 Q4	–	Sell	-2,101	Closed	-$318K	–	145
2021 Q3	$318K	Sell	2,101 -72	-3%	-$10.6K	0.05%	116
2021 Q2	$317K	Buy	2,173 +486	+29%	+$68.4K	0.05%	119
2021 Q1	$240K	Buy	1,687 +980	+139%	+$129K	0.04%	118
2020 Q4	$84K	Buy	707 +98	+16%	+$10.5K	0.02%	131
2020 Q3	$61K	Buy	609 +269	+79%	+$22.3K	0.01%	127
2020 Q2	$26K	Buy	+340	New	+$24.1K	0.01%	130

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty One Investment Management's DRI Position: Q2 2026 in Review

Liberty One Investment Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 28,934 shares worth $5.96M. The stake represents 0.6% of the portfolio and ranks #50 among its holdings. This is a return to the name: Liberty One Investment Management previously reported a position in DRI as recently as Q3 2021.

Liberty One Investment Management first reported a position in DRI in Q2 2020 and has held it in 7 quarters since. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Liberty One Investment Management held 28,934 shares of Darden Restaurants worth $5.96M as of Q2 2026.
Darden Restaurants was a new Liberty One Investment Management position in Q2 2026.
Darden Restaurants made up 0.6% of Liberty One Investment Management's portfolio in Q2 2026, its #50 holding.
Liberty One Investment Management first reported a position in Darden Restaurants in Q2 2020 and has held it in 7 quarters since.
1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.