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Midwest Trust’s Darden Restaurants DRI Stock Holding History

Midwest Trust’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 		$2.13M Buy
10,890
+180
+2% +$37K 0.03% 282
2025
Q4 		$1.97M Sell
10,710
-430
-4% -$78.4K 0.02% 285
2025
Q3 		$2.12M Sell
11,140
-60
-0.5% -$12.3K 0.03% 281
2025
Q2 		$2.44M Buy
+11,200
New +$2.32M 0.03% 265

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Midwest Trust's DRI Position: Q1 2026 in Review

Midwest Trust increased its Darden Restaurants (DRI) stake by 1.7% in Q1 2026, buying an estimated $37K and bringing the position to 10,890 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #282.

Midwest Trust first reported a position in DRI in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.44M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Midwest Trust held 10,890 shares of Darden Restaurants worth $2.13M as of Q1 2026.
  • Midwest Trust bought 180 Darden Restaurants shares in Q1 2026, an estimated $37K.
  • Darden Restaurants made up 0.03% of Midwest Trust's portfolio in Q1 2026, its #282 holding.
  • Midwest Trust first reported a position in Darden Restaurants in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Darden Restaurants position peaked at $2.44M in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.