Mather Group
DRI icon

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
Q3 		$207K Buy
1,072
+140
+15% +$29.3K ﹤0.01% 784
2026
Q2 		$192K Buy
932
+14
+2% +$2.8K ﹤0.01% 778
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

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Mather Group's DRI Position: Q3 2026 in Review

Mather Group increased its Darden Restaurants (DRI) stake by 15% in Q3 2026, buying an estimated $29.3K and bringing the position to 1,072 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Mather Group first reported a position in DRI in Q2 2023 and has held it in 10 quarters since. 179 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Mather Group held 1,072 shares of Darden Restaurants worth $207K as of Q3 2026.
  • Mather Group bought 140 Darden Restaurants shares in Q3 2026, an estimated $29.3K.
  • Darden Restaurants made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #784 holding.
  • Mather Group first reported a position in Darden Restaurants in Q2 2023 and has held it in 10 quarters since.
  • 179 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.