Mather Group’s Darden Restaurants DRI Stock Holding History

Mather Group’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	$180K	Buy	+918	New	+$189K	﹤0.01%	759
2025 Q4	–	Sell	-833	Closed	-$159K	–	910
2025 Q3	$159K	Buy	+833	New	+$171K	﹤0.01%	677
2025 Q2	–	Sell	-868	Closed	-$180K	–	906
2025 Q1	$180K	Sell	868 -182	-17%	-$35.1K	﹤0.01%	619
2024 Q4	$196K	Sell	1,050 -25	-2%	-$4.19K	﹤0.01%	572
2024 Q3	$176K	Sell	1,075 -119	-10%	-$18K	﹤0.01%	613
2024 Q2	$200K	Buy	1,194 +272	+30%	+$41.4K	﹤0.01%	613
2024 Q1	$151K	Buy	+922	New	+$153K	﹤0.01%	597
2023 Q3	–	Sell	-220	Closed	-$36.8K	–	555
2023 Q2	$36.8K	Buy	+220	New	+$34.6K	﹤0.01%	574

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group's DRI Position: Q1 2026 in Review

Mather Group opened a new position in Darden Restaurants (DRI) in Q1 2026: 918 shares worth $180K. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: Mather Group previously reported a position in DRI as recently as Q3 2025.

Mather Group first reported a position in DRI in Q2 2023 and has held it in 8 quarters since. The position peaked at $200K in Q2 2024. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Mather Group held 918 shares of Darden Restaurants worth $180K as of Q1 2026.
Darden Restaurants was a new Mather Group position in Q1 2026.
Darden Restaurants made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #759 holding.
Mather Group first reported a position in Darden Restaurants in Q2 2023 and has held it in 8 quarters since.
Mather Group's Darden Restaurants position peaked at $200K in Q2 2024.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.