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Summit Securities Group’s Darden Restaurants DRI Stock Holding History

Summit Securities Group’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
2020
Q4 		– Sell
-50
Closed -$504K – 570
2020
Q3 		$504K Buy
+50
New +$4.15K 0.05% 225

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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Securities Group's DRI Position: Q1 2026 in Review

Summit Securities Group reduced its Darden Restaurants (DRI) stake by 89% in Q1 2026, selling an estimated $31.7K and leaving 19 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Summit Securities Group first reported a position in DRI in Q3 2013 and has held it in 27 quarters since. The position peaked at $3.27M in Q3 2020. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Summit Securities Group held 19 shares of Darden Restaurants worth $3.73K as of Q1 2026.
  • Summit Securities Group sold 154 Darden Restaurants shares in Q1 2026, an estimated $31.7K.
  • Darden Restaurants made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #849 holding.
  • Summit Securities Group first reported a position in Darden Restaurants in Q3 2013 and has held it in 27 quarters since.
  • Summit Securities Group's Darden Restaurants position peaked at $3.27M in Q3 2020.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.