Massachusetts Financial Services
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Massachusetts Financial Services’s Darden Restaurants DRI Stock Holding History

Massachusetts Financial Services’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 		$110M Sell
567,478
-9,778
-2% -$2.04M 0.04% 371
2026
Q2 		$119M Buy
577,256
+6,134
+1% +$1.23M 0.04% 368
2026
Q1 		$112M Sell
571,122
-17,171
-3% -$3.53M 0.04% 342
2025
Q4 		$108M Sell
588,293
-25,839
-4% -$4.71M 0.03% 373
2025
Q3 		$117M Sell
614,132
-7,770
-1% -$1.6M 0.04% 357
2025
Q2 		$136M Buy
621,902
+29,680
+5% +$6.16M 0.04% 348
2025
Q1 		$123M Sell
592,222
-1,328
-0.2% -$256K 0.04% 353
2024
Q4 		$111M Sell
593,550
-875,533
-60% -$147M 0.04% 368
2024
Q3 		$241M Buy
1,469,083
+772,907
+111% +$117M 0.07% 241
2024
Q2 		$105M Buy
696,176
+289,876
+71% +$44.1M 0.03% 368
2024
Q1 		$67.9M Buy
+406,300
New +$67.4M 0.02% 425
2023
Q2 		– Sell
-62,955
Closed -$9.8M – 836
2023
Q1 		$9.8M Buy
+62,955
New +$9.31M ﹤0.01% 612
2020
Q4 		– Sell
-8,873
Closed -$894K – 892
2020
Q3 		$894K Sell
8,873
-1,623
-15% -$135K ﹤0.01% 782
2020
Q2 		$795K Sell
10,496
-2,496
-19% -$177K ﹤0.01% 747
2020
Q1 		$708K Sell
12,992
-73,828
-85% -$7.18M ﹤0.01% 751
2019
Q4 		$9.46M Sell
86,820
-90,307
-51% -$10.3M ﹤0.01% 611
2019
Q3 		$20.9M Buy
177,127
+11,629
+7% +$1.42M 0.01% 523
2019
Q2 		$20.1M Sell
165,498
-201,913
-55% -$24M 0.01% 538
2019
Q1 		$44.6M Buy
+367,411
New +$40.3M 0.02% 405
2018
Q1 		– Sell
-23,151
Closed -$2.22M – 848
2017
Q4 		$2.22M Sell
23,151
-446
-2% -$37.7K ﹤0.01% 700
2017
Q3 		$1.86M Buy
23,597
+18,540
+367% +$1.56M ﹤0.01% 707
2017
Q2 		$457K Buy
+5,057
New +$442K ﹤0.01% 812
2015
Q4 		– Sell
-132,887
Closed -$8.14M – 856
2015
Q3 		$8.14M Buy
+132,887
New +$8.43M ﹤0.01% 619

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Massachusetts Financial Services's DRI Position: Q3 2026 in Review

Massachusetts Financial Services reduced its Darden Restaurants (DRI) stake by 1.7% in Q3 2026, selling an estimated $2.04M and leaving 567,478 shares worth $110M. The position accounts for 0.04% of the portfolio, ranked #371.

Massachusetts Financial Services first reported a position in DRI in Q3 2015 and has held it in 23 quarters since. The position peaked at $241M in Q3 2024. 803 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Massachusetts Financial Services held 567,478 shares of Darden Restaurants worth $110M as of Q3 2026.
  • Massachusetts Financial Services sold 9,778 Darden Restaurants shares in Q3 2026, an estimated $2.04M.
  • Darden Restaurants made up 0.04% of Massachusetts Financial Services's portfolio in Q3 2026, its #371 holding.
  • Massachusetts Financial Services first reported a position in Darden Restaurants in Q3 2015 and has held it in 23 quarters since.
  • Massachusetts Financial Services's Darden Restaurants position peaked at $241M in Q3 2024.
  • 803 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Massachusetts Financial Services's 13F filing for Q3 2026, filed 12 Nov 2026.