Stonebrook Private’s Darden Restaurants DRI Stock Holding History

Stonebrook Private’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	$931K	Sell	4,750 -130	-3%	-$26.7K	0.2%	81
2025 Q4	$898K	Sell	4,880 -8,545	-64%	-$1.56M	0.19%	80
2025 Q3	$2.56M	Buy	13,425 +60	+0.4%	+$12.3K	0.55%	48
2025 Q2	$2.91M	Buy	13,365 +202	+2%	+$41.9K	0.68%	41
2025 Q1	$2.73M	Buy	13,163 +248	+2%	+$47.9K	0.71%	45
2024 Q4	$2.41M	Sell	12,915 -801	-6%	-$134K	0.63%	43
2024 Q3	$2.25M	Sell	13,716 -114	-0.8%	-$17.3K	0.6%	45
2024 Q2	$2.09M	Buy	13,830 +1,217	+10%	+$185K	0.6%	46
2024 Q1	$2.11M	Buy	12,613 +1,368	+12%	+$227K	0.62%	44
2023 Q4	$1.85M	Buy	+11,245	New	+$1.7M	0.62%	42

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stonebrook Private's DRI Position: Q1 2026 in Review

Stonebrook Private reduced its Darden Restaurants (DRI) stake by 2.7% in Q1 2026, selling an estimated $26.7K and leaving 4,750 shares worth $931K. The position accounts for 0.2% of the portfolio, ranked #81.

Stonebrook Private first reported a position in DRI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.91M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Stonebrook Private held 4,750 shares of Darden Restaurants worth $931K as of Q1 2026.
Stonebrook Private sold 130 Darden Restaurants shares in Q1 2026, an estimated $26.7K.
Darden Restaurants made up 0.2% of Stonebrook Private's portfolio in Q1 2026, its #81 holding.
Stonebrook Private first reported a position in Darden Restaurants in Q4 2023 and has held it in 10 quarters since.
Stonebrook Private's Darden Restaurants position peaked at $2.91M in Q2 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.