Swiss Life Asset Management’s Darden Restaurants DRI Stock Holding History

Swiss Life Asset Management’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	$41.1M	Sell	199,600 -8,278	-4%	-$1.66M	0.17%	102
2026 Q1	$40.8M	Buy	207,878 +4,468	+2%	+$919K	0.2%	95
2025 Q4	$37.4M	Sell	203,410 -133,973	-40%	-$24.4M	0.19%	99
2025 Q3	$64.2M	Sell	337,383 -8,582	-2%	-$1.76M	0.33%	59
2025 Q2	$75.4M	Buy	345,965 +17,236	+5%	+$3.58M	0.44%	46
2025 Q1	$68.3M	Buy	328,729 +8,788	+3%	+$1.7M	0.5%	41
2024 Q4	$59.7M	Buy	319,941 +109,122	+52%	+$18.3M	0.44%	45
2024 Q3	$34.6M	Sell	210,819 -3,876	-2%	-$587K	0.39%	57
2024 Q2	$32.5M	Sell	214,695 -1,719	-0.8%	-$262K	0.38%	56
2024 Q1	$36.2M	Buy	216,414 +160,581	+288%	+$26.7M	0.5%	43
2023 Q4	$9.18M	Buy	55,833 +22,025	+65%	+$3.33M	0.11%	212
2023 Q3	$4.84M	Sell	33,808 -23,686	-41%	-$3.76M	0.07%	295
2023 Q2	$9.61M	Sell	57,494 -3,988	-6%	-$626K	0.14%	182
2023 Q1	$9.54M	Sell	61,482 -2,561	-4%	-$379K	0.14%	184
2022 Q4	$8.88M	Sell	64,043 -2,480	-4%	-$346K	0.15%	180
2022 Q3	$8.41M	Buy	66,523 +2,318	+4%	+$290K	0.15%	175
2022 Q2	$7.28M	Sell	64,205 -9,470	-13%	-$1.18M	0.12%	201
2022 Q1	$9.78M	Sell	73,675 -8,999	-11%	-$1.24M	0.14%	172
2021 Q4	$12.5M	Sell	82,674 -7,006	-8%	-$1.04M	0.16%	146
2021 Q3	$13.6M	Buy	89,680 +6,716	+8%	+$987K	0.19%	126
2021 Q2	$13.2M	Buy	82,964 +40,285	+94%	+$5.67M	0.13%	141
2021 Q1	$6.05M	Buy	42,679 +663	+2%	+$87.3K	0.09%	267
2020 Q4	$5M	Hold	42,016	–	–	0.07%	293
2020 Q3	$4.22M	Sell	42,016 -1,466	-3%	-$122K	0.06%	216
2020 Q2	$3.3M	Sell	43,482 -28,266	-39%	-$2.01M	0.05%	232
2020 Q1	$3.91M	Buy	71,748 +575	+0.8%	+$55.9K	0.07%	188
2019 Q4	$7.77M	Buy	71,173 +1,111	+2%	+$126K	0.15%	127
2019 Q3	$8.28M	Buy	70,062 +32,796	+88%	+$4M	0.11%	141
2019 Q2	$4.53M	Sell	37,266 -21,150	-36%	-$2.52M	0.05%	195
2019 Q1	$7.1M	Sell	58,416 -196,494	-77%	-$21.5M	0.09%	147
2018 Q4	$25.5M	Sell	254,910 -29,038	-10%	-$3.11M	0.52%	58
2018 Q3	$31.6M	Buy	283,948 +46,647	+20%	+$5.25M	0.42%	61
2018 Q2	$25.4M	Buy	237,301 +57,073	+32%	+$5.23M	0.38%	73
2018 Q1	$15.4M	Buy	180,228 +152,802	+557%	+$14.5M	0.27%	107
2017 Q4	$2.64M	Sell	27,426 -950	-3%	-$80.2K	0.06%	187
2017 Q3	$2.23M	Sell	28,376 -9,244	-25%	-$779K	0.06%	186
2017 Q2	$3.4M	Buy	37,620 +11,134	+42%	+$973K	0.09%	143
2017 Q1	$2.22M	Sell	26,486 -9,558	-27%	-$716K	0.06%	176
2016 Q4	$2.62M	Buy	36,044 +17,819	+98%	+$1.24M	0.09%	147
2016 Q3	$1.12M	Buy	18,225 +6,262	+52%	+$388K	0.04%	220
2016 Q2	$757K	Sell	11,963 -1,548	-11%	-$101K	0.03%	191
2016 Q1	$896K	Buy	+13,511	New	+$855K	0.04%	202
2015 Q4	–	Sell	-5,144	Closed	-$315K	–	327
2015 Q3	$315K	Buy	5,144 +1,678	+48%	+$106K	0.02%	265
2015 Q2	$220K	Sell	3,466 -981	-22%	-$58K	0.01%	269
2015 Q1	$276K	Buy	+4,447	New	+$249K	0.01%	215

Other funds holding DRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Swiss Life Asset Management's DRI Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Darden Restaurants (DRI) stake by 4% in Q2 2026, selling an estimated $1.66M and leaving 199,600 shares worth $41.1M. The position accounts for 0.17% of the portfolio, ranked #102.

Swiss Life Asset Management first reported a position in DRI in Q1 2015 and has held it in 45 quarters since. The position peaked at $75.4M in Q2 2025. 740 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Swiss Life Asset Management held 199,600 shares of Darden Restaurants worth $41.1M as of Q2 2026.
Swiss Life Asset Management sold 8,278 Darden Restaurants shares in Q2 2026, an estimated $1.66M.
Darden Restaurants made up 0.17% of Swiss Life Asset Management's portfolio in Q2 2026, its #102 holding.
Swiss Life Asset Management first reported a position in Darden Restaurants in Q1 2015 and has held it in 45 quarters since.
Swiss Life Asset Management's Darden Restaurants position peaked at $75.4M in Q2 2025.
740 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.