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Safe Harbor Fiduciary’s Darden Restaurants DRI Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-3
Closed -$552 – 90
2025
Q4 		$552 Buy
+3
New +$547 ﹤0.01% 203
2025
Q2 		$654 Hold
3
– – ﹤0.01% 206
2025
Q1 		$623 Hold
3
– – ﹤0.01% 201
2024
Q4 		$560 Hold
3
– – ﹤0.01% 172
2024
Q3 		$492 Buy
+3
New +$454 ﹤0.01% 184

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Safe Harbor Fiduciary's DRI Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 3 shares — an estimated $552 sold.

Safe Harbor Fiduciary first reported a position in DRI in Q3 2024 and held it in 5 quarters. The position peaked at $654 in Q2 2025. 1,033 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 3 Darden Restaurants shares in Q1 2026, an estimated $552.
  • Safe Harbor Fiduciary first reported a position in Darden Restaurants in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Darden Restaurants position peaked at $654 in Q2 2025.
  • 1,033 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.