Matthew Hamilton Rosenberg’s Darden Restaurants DRI Stock Holding History

Matthew Hamilton Rosenberg’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	$160K	Hold	828	–	–	0.03%	269
2026 Q2	$171K	Buy	828 +179	+28%	+$35.9K	0.03%	261
2026 Q1	$127K	Sell	649 -25	-4%	-$5.14K	0.03%	285
2025 Q4	$124K	Hold	674	–	–	0.03%	290
2025 Q3	$128K	Hold	674	–	–	0.03%	276
2025 Q2	$147K	Hold	674	–	–	0.03%	254
2025 Q1	$140K	Hold	674	–	–	0.04%	250
2024 Q4	$126K	Sell	674 -2	-0.3%	-$335	0.03%	272
2024 Q3	$111K	Buy	676 +69	+11%	+$10.4K	0.03%	302
2024 Q2	$90K	Sell	607 -44	-7%	-$6.7K	0.03%	321
2024 Q1	$109K	Hold	651	–	–	0.03%	298
2023 Q4	$107K	Buy	651 +44	+7%	+$6.66K	0.03%	299
2023 Q3	$86.9K	Hold	607	–	–	0.03%	314
2023 Q2	$101K	Hold	607	–	–	0.03%	292
2023 Q1	$94.2K	Hold	607	–	–	0.03%	328
2022 Q4	$84K	Hold	607	–	–	0.03%	346
2022 Q3	$77K	Buy	607 +2	+0.3%	+$250	0.03%	342
2022 Q2	$69K	Buy	+605	New	+$75.6K	0.03%	374
2020 Q3	–	Sell	-468	Closed	-$35K	–	527
2020 Q2	$35K	Buy	+468	New	+$33.2K	0.03%	346

Other funds holding DRI

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Matthew Hamilton Rosenberg's DRI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Darden Restaurants (DRI) position steady in Q3 2026 at 828 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #269.

Matthew Hamilton Rosenberg first reported a position in DRI in Q2 2020 and has held it in 19 quarters since. The position peaked at $171K in Q2 2026. 250 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

Matthew Hamilton Rosenberg held 828 shares of Darden Restaurants worth $160K as of Q3 2026.
Matthew Hamilton Rosenberg left its Darden Restaurants share count unchanged in Q3 2026.
Darden Restaurants made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #269 holding.
Matthew Hamilton Rosenberg first reported a position in Darden Restaurants in Q2 2020 and has held it in 19 quarters since.
Matthew Hamilton Rosenberg's Darden Restaurants position peaked at $171K in Q2 2026.
250 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.