Rothschild Investment LLC’s Darden Restaurants DRI Stock Holding History

Rothschild Investment LLC’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	$1.21M	Buy	5,890 +1,012	+21%	+$203K	0.05%	369
2026 Q1	$956K	Buy	4,878 +61	+1%	+$12.5K	0.05%	280
2025 Q4	$886K	Sell	4,817 -40	-0.8%	-$7.29K	0.05%	266
2025 Q3	$925K	Buy	4,857 +324	+7%	+$66.6K	0.05%	244
2025 Q2	$988K	Buy	4,533 +1	+0%	+$208	0.06%	225
2025 Q1	$942K	Sell	4,532 -15	-0.3%	-$2.9K	0.06%	235
2024 Q4	$849K	Buy	4,547 +35	+0.8%	+$5.87K	0.06%	260
2024 Q3	$741K	Sell	4,512 -2	-0%	-$303	0.05%	280
2024 Q2	$683K	Sell	4,514 -54	-1%	-$8.22K	0.05%	286
2024 Q1	$764K	Buy	4,568 +3	+0.1%	+$498	0.06%	268
2023 Q4	$750K	Buy	4,565 +46	+1%	+$6.96K	0.06%	233
2023 Q3	$647K	Sell	4,519 -6	-0.1%	-$951	0.05%	270
2023 Q2	$756K	Buy	4,525 +6	+0.1%	+$943	0.06%	252
2023 Q1	$701K	Buy	4,519 +74	+2%	+$10.9K	0.06%	256
2022 Q4	$615K	Sell	4,445 -865	-16%	-$121K	0.06%	263
2022 Q3	$671K	Sell	5,310 -1,010	-16%	-$126K	0.07%	248
2022 Q2	$715K	Sell	6,320 -935	-13%	-$117K	0.07%	249
2022 Q1	$965K	Sell	7,255 -350	-5%	-$48.3K	0.08%	232
2021 Q4	$1.15M	Sell	7,605 -165	-2%	-$24.4K	0.09%	207
2021 Q3	$1.18M	Sell	7,770 -50	-0.6%	-$7.35K	0.1%	200
2021 Q2	$1.14M	Buy	7,820 +1,685	+27%	+$237K	0.09%	211
2021 Q1	$871K	Buy	6,135 +1,285	+26%	+$169K	0.08%	230
2020 Q4	$578K	Buy	4,850 +560	+13%	+$60K	0.06%	267
2020 Q3	$432K	Sell	4,290 -330	-7%	-$27.4K	0.05%	280
2020 Q2	$350K	Hold	4,620	–	–	0.04%	297
2020 Q1	$252K	Sell	4,620 -300	-6%	-$29.2K	0.03%	333
2019 Q4	$536K	Hold	4,920	–	–	0.05%	286
2019 Q3	$582K	Hold	4,920	–	–	0.07%	232
2019 Q2	$599K	Hold	4,920	–	–	0.07%	226
2019 Q1	$598K	Hold	4,920	–	–	0.07%	226
2018 Q4	$491K	Hold	4,920	–	–	0.07%	237
2018 Q3	$547K	Hold	4,920	–	–	0.06%	230
2018 Q2	$527K	Hold	4,920	–	–	0.07%	231
2018 Q1	$419K	Hold	4,920	–	–	0.05%	257
2017 Q4	$472K	Hold	4,920	–	–	0.05%	280
2017 Q3	$388K	Hold	4,920	–	–	0.04%	307
2017 Q2	$445K	Hold	4,920	–	–	0.05%	297
2017 Q1	$412K	Hold	4,920	–	–	0.05%	304
2016 Q4	$358K	Sell	4,920 -100	-2%	-$6.95K	0.04%	316
2016 Q3	$308K	Sell	5,020 -100	-2%	-$6.2K	0.04%	339
2016 Q2	$324K	Hold	5,120	–	–	0.04%	334
2016 Q1	$339K	Sell	5,120 -120	-2%	-$7.59K	0.04%	325
2015 Q4	$333K	Sell	5,240 -723	-12%	-$42K	0.04%	334
2015 Q3	$365K	Hold	5,963	–	–	0.05%	329
2015 Q2	$379K	Sell	5,963 -559	-9%	-$33.1K	0.04%	343
2015 Q1	$404K	Sell	6,522 -559	-8%	-$31.3K	0.05%	331
2014 Q4	$371K	Sell	7,081 -2,350	-25%	-$114K	0.04%	337
2014 Q3	$434K	Sell	9,431 -12,585	-57%	-$532K	0.05%	319
2014 Q2	$911K	Hold	22,016	–	–	0.12%	179
2014 Q1	$999K	Buy	22,016 +336	+2%	+$15K	0.13%	157
2013 Q4	$1.05M	Sell	21,680 -951	-4%	-$44K	0.14%	144
2013 Q3	$936K	Buy	22,631 +671	+3%	+$29.1K	0.14%	145
2013 Q2	$991K	Buy	+21,960	New	+$1.02M	0.16%	134

Other funds holding DRI

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Rothschild Investment LLC's DRI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Darden Restaurants (DRI) stake by 21% in Q2 2026, buying an estimated $203K and bringing the position to 5,890 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #369.

Rothschild Investment LLC first reported a position in DRI in Q2 2013 and has held it in 53 quarters since. 568 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Rothschild Investment LLC held 5,890 shares of Darden Restaurants worth $1.21M as of Q2 2026.
Rothschild Investment LLC bought 1,012 Darden Restaurants shares in Q2 2026, an estimated $203K.
Darden Restaurants made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #369 holding.
Rothschild Investment LLC first reported a position in Darden Restaurants in Q2 2013 and has held it in 53 quarters since.
568 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.