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LifeSteps Financial’s Darden Restaurants DRI Stock Holding History

LifeSteps 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 		$7K Buy
+34
New +$6.81K ﹤0.01% 475
2024
Q2 		– Sell
-75
Closed -$12.5K – 171
2024
Q1 		$12.5K Buy
+75
New +$12.4K 0.01% 279

Other funds holding DRI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LifeSteps Financial's DRI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Darden Restaurants (DRI) in Q2 2026: 34 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DRI as recently as Q1 2024.

LifeSteps Financial first reported a position in DRI in Q1 2024 and has held it in 2 quarters since. The position peaked at $12.5K in Q1 2024. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • LifeSteps Financial held 34 shares of Darden Restaurants worth $7K as of Q2 2026.
  • Darden Restaurants was a new LifeSteps Financial position in Q2 2026.
  • Darden Restaurants made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #475 holding.
  • LifeSteps Financial first reported a position in Darden Restaurants in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Darden Restaurants position peaked at $12.5K in Q1 2024.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.