Mount Yale Investment Advisors’s Darden Restaurants DRI Stock Holding History

Mount Yale Investment Advisors’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	$664K	Buy	3,387 +1,083	+47%	+$223K	0.02%	626
2025 Q4	$424K	Buy	2,304 +124	+6%	+$22.6K	0.02%	498
2025 Q3	$415K	Buy	2,180 +2,047	+1,539%	+$421K	0.03%	455
2025 Q2	$29K	Buy	+133	New	+$27.6K	﹤0.01%	961
2024 Q3	–	Sell	-4,673	Closed	-$707K	–	559
2024 Q2	$707K	Sell	4,673 -730	-14%	-$111K	0.06%	274
2024 Q1	$903K	Buy	5,403 +103	+2%	+$17.1K	0.07%	236
2023 Q4	$871K	Buy	5,300 +67	+1%	+$10.1K	0.08%	222
2023 Q3	$750K	Buy	5,233 +119	+2%	+$18.9K	0.08%	236
2023 Q2	$854K	Buy	5,114 +54	+1%	+$8.48K	0.09%	217
2023 Q1	$785K	Buy	+5,060	New	+$749K	0.09%	237

Other funds holding DRI

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's DRI Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Darden Restaurants (DRI) stake by 47% in Q1 2026, buying an estimated $223K and bringing the position to 3,387 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #626.

Mount Yale Investment Advisors first reported a position in DRI in Q1 2023 and has held it in 10 quarters since. The position peaked at $903K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Mount Yale Investment Advisors held 3,387 shares of Darden Restaurants worth $664K as of Q1 2026.
Mount Yale Investment Advisors bought 1,083 Darden Restaurants shares in Q1 2026, an estimated $223K.
Darden Restaurants made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #626 holding.
Mount Yale Investment Advisors first reported a position in Darden Restaurants in Q1 2023 and has held it in 10 quarters since.
Mount Yale Investment Advisors's Darden Restaurants position peaked at $903K in Q1 2024.
1,030 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.