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
2022 Q1	–	Sell	-7,600	Closed	-$1.15M	–	1154
2021 Q4	$1.15M	Buy	7,600 +7,524	+9,900%	+$1.11M	0.05%	230
2021 Q3	$1.15M	Hold	76	–	–	0.09%	235
2021 Q2	$1.11M	Sell	76 -49	-39%	-$6.89K	0.09%	231
2021 Q1	$1.77M	Hold	125	–	–	0.19%	112
2020 Q4	$1.49M	Hold	125	–	–	0.13%	185
2020 Q3	$1.26M	Buy	+125	New	+$10.4K	0.13%	134
2015 Q1	–	Sell	-34	Closed	-$37K	–	443
2014 Q4	$37K	Buy	+34	New	+$1.65K	0.01%	352
2013 Q4	–	Sell	-46	Closed	-$3K	–	540
2013 Q3	$3K	Buy	+46	New	+$2K	﹤0.01%	321

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

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.