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Valeo Financial Advisors’s Darden Restaurants DRI Stock Holding History

Valeo Financial Advisors’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 		– Sell
-1,248
Closed -$230K – 788
2025
Q4 		$230K Buy
1,248
+37
+3% +$6.74K 0.01% 714
2025
Q3 		$230K Sell
1,211
-117
-9% -$24.1K 0.01% 708
2025
Q2 		$289K Buy
1,328
+135
+11% +$28K 0.01% 591
2025
Q1 		$248K Sell
1,193
-49
-4% -$9.46K 0.01% 580
2024
Q4 		$232K Buy
+1,242
New +$208K 0.01% 631
2021
Q2 		– Sell
-814
Closed -$116K – 847
2021
Q1 		$116K Buy
814
+2
+0.2% +$263 0.01% 570
2020
Q4 		$97K Sell
812
-176
-18% -$18.8K 0.01% 583
2020
Q3 		$100K Buy
988
+4
+0.4% +$332 0.01% 474
2020
Q2 		$75K Buy
984
+14
+1% +$993 0.01% 591
2020
Q1 		$62K Buy
970
+6
+0.6% +$584 0.01% 537
2019
Q4 		$105K Buy
964
+34
+4% +$3.86K 0.01% 452
2019
Q3 		$110K Hold
930
– – 0.01% 414
2019
Q2 		$113K Hold
930
– – 0.01% 403
2019
Q1 		$113K Sell
930
-400
-30% -$43.9K 0.01% 387
2018
Q4 		$133K Buy
1,330
+94
+8% +$10.1K 0.02% 324
2018
Q3 		$132K Sell
1,236
-94
-7% -$10.6K 0.02% 347
2018
Q2 		$145K Sell
1,330
-2
-0.2% -$183 0.02% 338
2018
Q1 		$114K Buy
1,332
+50
+4% +$4.73K 0.02% 343
2017
Q4 		$123K Buy
1,282
+159
+14% +$13.4K 0.02% 303
2017
Q3 		$88K Buy
+1,123
New +$94.6K 0.02% 309

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valeo Financial Advisors's DRI Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 1,248 shares — an estimated $230K sold.

Valeo Financial Advisors first reported a position in DRI in Q3 2017 and held it in 20 quarters. The position peaked at $289K in Q2 2025. 1,033 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,248 Darden Restaurants shares in Q1 2026, an estimated $230K.
  • Valeo Financial Advisors first reported a position in Darden Restaurants in Q3 2017 and held it in 20 quarters.
  • Valeo Financial Advisors's Darden Restaurants position peaked at $289K in Q2 2025.
  • 1,033 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.