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RD Lewis Holdings’s Darden Restaurants DRI Stock Holding History

RD Lewis Holdings’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 		$324K Hold
1,650
– – 0.28% 65
2025
Q4 		$339K Hold
1,650
– – 0.29% 66
2025
Q3 		$290K Hold
1,650
– – 0.27% 67
2025
Q2 		$341K Sell
1,650
-133
-7% -$27.6K 0.34% 64
2025
Q1 		$364K Sell
1,783
-215
-11% -$41.5K 0.41% 57
2024
Q4 		$394K Buy
+1,998
New +$335K 0.43% 56

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

RD Lewis Holdings's DRI Position: Q1 2026 in Review

RD Lewis Holdings held its Darden Restaurants (DRI) position steady in Q1 2026 at 1,650 shares worth $324K. The position accounts for 0.28% of the portfolio, ranked #65.

RD Lewis Holdings first reported a position in DRI in Q4 2024 and has held it in 6 quarters since. The position peaked at $394K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • RD Lewis Holdings held 1,650 shares of Darden Restaurants worth $324K as of Q1 2026.
  • RD Lewis Holdings left its Darden Restaurants share count unchanged in Q1 2026.
  • Darden Restaurants made up 0.28% of RD Lewis Holdings's portfolio in Q1 2026, its #65 holding.
  • RD Lewis Holdings first reported a position in Darden Restaurants in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Darden Restaurants position peaked at $394K in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.