Merit Financial Group’s Darden Restaurants DRI Stock Holding History

Merit Financial 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 Q2	$1.1M	Buy	5,337 +1,094	+26%	+$219K	0.01%	1037
2026 Q1	$832K	Buy	4,243 +186	+5%	+$38.2K	0.01%	1078
2025 Q4	$747K	Sell	4,057 -1,451	-26%	-$264K	0.01%	1075
2025 Q3	$1.05M	Sell	5,508 -1,065	-16%	-$219K	0.01%	845
2025 Q2	$1.43M	Buy	6,573 +4,042	+160%	+$839K	0.02%	638
2025 Q1	$526K	Buy	+2,531	New	+$489K	0.01%	911
2020 Q2	–	Sell	-4,542	Closed	-$247K	–	224
2020 Q1	$247K	Buy	4,542 +198	+5%	+$19.3K	0.03%	179
2019 Q4	$474K	Buy	+4,344	New	+$493K	0.04%	148

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Merit Financial Group's DRI Position: Q2 2026 in Review

Merit Financial Group increased its Darden Restaurants (DRI) stake by 26% in Q2 2026, buying an estimated $219K and bringing the position to 5,337 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1037.

Merit Financial Group first reported a position in DRI in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2025. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Merit Financial Group held 5,337 shares of Darden Restaurants worth $1.1M as of Q2 2026.
Merit Financial Group bought 1,094 Darden Restaurants shares in Q2 2026, an estimated $219K.
Darden Restaurants made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1037 holding.
Merit Financial Group first reported a position in Darden Restaurants in Q4 2019 and has held it in 8 quarters since.
Merit Financial Group's Darden Restaurants position peaked at $1.43M in Q2 2025.
150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

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