MTM Investment Management’s Darden Restaurants DRI Stock Holding History

MTM Investment Management’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	$255K	Buy	1,236 +3	+0.2%	+$601	0.07%	191
2026 Q1	$242K	Buy	1,233 +4	+0.3%	+$823	0.08%	182
2025 Q4	$226K	Buy	1,229 +4	+0.3%	+$729	0.07%	191
2025 Q3	$233K	Buy	1,225 +4	+0.3%	+$822	0.07%	190
2025 Q2	$266K	Buy	1,221 +3	+0.2%	+$623	0.09%	172
2025 Q1	$255K	Buy	1,218 +3	+0.2%	+$579	0.1%	170
2024 Q4	$227K	Buy	+1,215	New	+$204K	0.09%	181
2024 Q3	–	Sell	-1,531	Closed	-$232K	–	272
2024 Q2	$232K	Buy	1,531 +7	+0.5%	+$1.06K	0.09%	175
2024 Q1	$255K	Buy	1,524 +6	+0.4%	+$996	0.11%	165
2023 Q4	$249K	Buy	1,518 +7	+0.5%	+$1.06K	0.11%	155
2023 Q3	$216K	Buy	+1,511	New	+$240K	0.11%	158
2022 Q2	–	Sell	-1,694	Closed	-$225K	–	275
2022 Q1	$225K	Buy	1,694 +4	+0.2%	+$552	0.11%	166
2021 Q4	$255K	Buy	1,690 +4	+0.2%	+$591	0.12%	155
2021 Q3	$255K	Buy	1,686 +4	+0.2%	+$588	0.14%	135
2021 Q2	$246K	Buy	1,682 +3	+0.2%	+$422	0.13%	142
2021 Q1	$238K	Buy	+1,679	New	+$221K	0.13%	140

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTM Investment Management's DRI Position: Q2 2026 in Review

MTM Investment Management increased its Darden Restaurants (DRI) stake by 0.24% in Q2 2026, buying an estimated $601 and bringing the position to 1,236 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #191.

MTM Investment Management first reported a position in DRI in Q1 2021 and has held it in 16 quarters since. The position peaked at $266K in Q2 2025. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

MTM Investment Management held 1,236 shares of Darden Restaurants worth $255K as of Q2 2026.
MTM Investment Management bought 3 Darden Restaurants shares in Q2 2026, an estimated $601.
Darden Restaurants made up 0.07% of MTM Investment Management's portfolio in Q2 2026, its #191 holding.
MTM Investment Management first reported a position in Darden Restaurants in Q1 2021 and has held it in 16 quarters since.
MTM Investment Management's Darden Restaurants position peaked at $266K in Q2 2025.
1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.