SS&H Financial Advisors’s Darden Restaurants DRI Stock Holding History

SS&H Financial 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 Q2	$742K	Buy	+3,600	New	+$721K	0.19%	75
2025 Q4	$662K	Sell	3,600 -255	-7%	-$46.5K	0.19%	78
2025 Q3	$734K	Hold	3,855	–	–	0.22%	72
2025 Q2	$840K	Sell	3,855 -1,455	-27%	-$302K	0.28%	65
2025 Q1	$1.1M	Hold	5,310	–	–	0.41%	56
2024 Q4	$992K	Hold	5,310	–	–	0.36%	64
2024 Q3	$872K	Hold	5,310	–	–	0.32%	71
2024 Q2	$803K	Hold	5,310	–	–	0.31%	71
2024 Q1	$887K	Hold	5,310	–	–	0.37%	62
2023 Q4	$872K	Hold	5,310	–	–	0.37%	62
2023 Q3	$760K	Buy	+5,310	New	+$842K	0.36%	63
2023 Q1	$901K	Hold	5,810	–	–	0.41%	63
2022 Q4	$804K	Hold	5,810	–	–	0.38%	67
2022 Q3	$734K	Sell	5,810 -500	-8%	-$62.5K	0.38%	69
2022 Q2	$714K	Hold	6,310	–	–	0.33%	70
2022 Q1	$839K	Buy	+6,310	New	+$871K	0.33%	74

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

SS&H Financial Advisors's DRI Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Darden Restaurants (DRI) in Q2 2026: 3,600 shares worth $742K. The stake represents 0.19% of the portfolio and ranks #75 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in DRI as recently as Q4 2025.

SS&H Financial Advisors first reported a position in DRI in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

SS&H Financial Advisors held 3,600 shares of Darden Restaurants worth $742K as of Q2 2026.
Darden Restaurants was a new SS&H Financial Advisors position in Q2 2026.
Darden Restaurants made up 0.19% of SS&H Financial Advisors's portfolio in Q2 2026, its #75 holding.
SS&H Financial Advisors first reported a position in Darden Restaurants in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Darden Restaurants position peaked at $1.1M in Q1 2025.
1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.