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Stephens Inc’s Darden Restaurants DRI Stock Holding History

Stephens Inc’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 		$8.45M Buy
42,430
+2,152
+5% +$443K 0.11% 192
2025
Q4 		$7.47M Sell
40,278
-1,848
-4% -$337K 0.09% 217
2025
Q3 		$8.08M Sell
42,126
-12,974
-24% -$2.67M 0.1% 205
2025
Q2 		$12M Sell
55,100
-3,601
-6% -$747K 0.17% 139
2025
Q1 		$12.2M Buy
58,701
+5,624
+11% +$1.09M 0.18% 134
2024
Q4 		$9.91M Buy
53,077
+50,331
+1,833% +$8.44M 0.14% 155
2024
Q3 		$451K Sell
2,746
-285
-9% -$43.1K 0.01% 885
2024
Q2 		$459K Sell
3,031
-62
-2% -$9.44K 0.01% 829
2024
Q1 		$517K Buy
3,093
+566
+22% +$93.9K 0.01% 793
2023
Q4 		$415K Buy
2,527
+67
+3% +$10.1K 0.01% 818
2023
Q3 		$352K Sell
2,460
-3
-0.1% -$476 0.01% 850
2023
Q2 		$412K Sell
2,463
-3
-0.1% -$471 0.01% 808
2023
Q1 		$383K Buy
+2,466
New +$365K 0.01% 799
2022
Q1 		– Sell
-1,349
Closed -$203K – 1336
2021
Q4 		$203K Sell
1,349
-55
-4% -$8.13K ﹤0.01% 1205
2021
Q3 		$213K Buy
+1,404
New +$206K ﹤0.01% 1193
2021
Q2 		– Sell
-1,592
Closed -$226K – 1351
2021
Q1 		$226K Buy
+1,592
New +$210K ﹤0.01% 1127
2020
Q4 		– Sell
-8,423
Closed -$849K – 1231
2020
Q3 		$849K Buy
+8,423
New +$700K 0.02% 591
2014
Q4 		– Sell
-9,806
Closed -$451K – 817
2014
Q3 		$451K Buy
+9,806
New +$414K 0.02% 509

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

Stephens Inc's DRI Position: Q1 2026 in Review

Stephens Inc increased its Darden Restaurants (DRI) stake by 5.3% in Q1 2026, buying an estimated $443K and bringing the position to 42,430 shares worth $8.45M. The position accounts for 0.11% of the portfolio, ranked #192.

Stephens Inc first reported a position in DRI in Q3 2014 and has held it in 18 quarters since. The position peaked at $12.2M in Q1 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Stephens Inc held 42,430 shares of Darden Restaurants worth $8.45M as of Q1 2026.
  • Stephens Inc bought 2,152 Darden Restaurants shares in Q1 2026, an estimated $443K.
  • Darden Restaurants made up 0.11% of Stephens Inc's portfolio in Q1 2026, its #192 holding.
  • Stephens Inc first reported a position in Darden Restaurants in Q3 2014 and has held it in 18 quarters since.
  • Stephens Inc's Darden Restaurants position peaked at $12.2M in Q1 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.