Valley Wealth Managers’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.7M | Buy |
105,180
+2,360
| +2% | +$473K | 1.25% | 32 |
|
|
2026
Q1 | $20.2M | Buy |
102,820
+1,008
| +1% | +$207K | 1.3% | 35 |
|
|
2025
Q4 | $18.7M | Buy |
101,812
+4,658
| +5% | +$849K | 1.2% | 38 |
|
|
2025
Q3 | $18.5M | Buy |
97,154
+965
| +1% | +$198K | 1.22% | 42 |
|
|
2025
Q2 | $21M | Sell |
96,189
-7,275
| -7% | -$1.51M | 1.51% | 28 |
|
|
2025
Q1 | $21.5M | Sell |
103,464
-5,172
| -5% | -$998K | 1.63% | 22 |
|
|
2024
Q4 | $20.3M | Buy |
108,636
+665
| +0.6% | +$112K | 1.52% | 25 |
|
|
2024
Q3 | $17.7M | Buy |
107,971
+4,105
| +4% | +$621K | 1.31% | 35 |
|
|
2024
Q2 | $15.7M | Sell |
103,866
-1,447
| -1% | -$220K | 1.25% | 37 |
|
|
2024
Q1 | $17.6M | Sell |
105,313
-3,432
| -3% | -$570K | 1.33% | 33 |
|
|
2023
Q4 | $17.9M | Buy |
108,745
+5,187
| +5% | +$785K | 1.39% | 33 |
|
|
2023
Q3 | $14.8M | Sell |
103,558
-4,317
| -4% | -$685K | 1.24% | 37 |
|
|
2023
Q2 | $18M | Sell |
107,875
-4,065
| -4% | -$639K | 1.62% | 27 |
|
|
2023
Q1 | $17.4M | Sell |
111,940
-4,276
| -4% | -$633K | 1.58% | 29 |
|
|
2022
Q4 | $16.1M | Sell |
116,216
-2,918
| -2% | -$407K | 1.49% | 33 |
|
|
2022
Q3 | $15M | Sell |
119,134
-13,174
| -10% | -$1.65M | 1.5% | 33 |
|
|
2022
Q2 | $15M | Buy |
132,308
+201
| +0.2% | +$25.1K | 1.4% | 36 |
|
|
2022
Q1 | $17.6M | Buy |
132,107
+1,222
| +0.9% | +$169K | 1.47% | 31 |
|
|
2021
Q4 | $19.7M | Sell |
130,885
-3,156
| -2% | -$467K | 1.58% | 24 |
|
|
2021
Q3 | $20.3M | Buy |
134,041
+678
| +0.5% | +$99.7K | 1.77% | 16 |
|
|
2021
Q2 | $19.5M | Buy |
+133,363
| New | +$18.8M | 1.65% | 28 |
|
|
2020
Q1 | – | Sell |
-2,987
| Closed | -$326K | – | 171 |
|
|
2019
Q4 | $326K | Buy |
2,987
+322
| +12% | +$36.5K | 0.03% | 157 |
|
|
2019
Q3 | $315K | Sell |
2,665
-1,238
| -32% | -$151K | 0.03% | 161 |
|
|
2019
Q2 | $475K | Sell |
3,903
-1,596
| -29% | -$190K | 0.05% | 149 |
|
|
2019
Q1 | $668K | Buy |
+5,499
| New | +$603K | 0.07% | 132 |
|
|
2014
Q2 | – | Sell |
-19,051
| Closed | -$864K | – | 110 |
|
|
2014
Q1 | $864K | Buy |
19,051
+279
| +1% | +$12.5K | 0.17% | 67 |
|
|
2013
Q4 | $912K | Buy |
18,772
+1,147
| +7% | +$53.1K | 0.19% | 57 |
|
|
2013
Q3 | $729K | Buy |
17,625
+2,534
| +17% | +$110K | 0.16% | 59 |
|
|
2013
Q2 | $681K | Buy |
+15,091
| New | +$698K | 0.15% | 63 |
|
Other funds holding DRI
Valley Wealth Managers's DRI Position: Q2 2026 in Review
Valley Wealth Managers increased its Darden Restaurants (DRI) stake by 2.3% in Q2 2026, buying an estimated $473K and bringing the position to 105,180 shares worth $21.7M. The position accounts for 1.25% of the portfolio, ranked #32.
Valley Wealth Managers first reported a position in DRI in Q2 2013 and has held it in 29 quarters since. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.
- Valley Wealth Managers held 105,180 shares of Darden Restaurants worth $21.7M as of Q2 2026.
- Valley Wealth Managers bought 2,360 Darden Restaurants shares in Q2 2026, an estimated $473K.
- Darden Restaurants made up 1.25% of Valley Wealth Managers's portfolio in Q2 2026, its #32 holding.
- Valley Wealth Managers first reported a position in Darden Restaurants in Q2 2013 and has held it in 29 quarters since.
- 1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.
Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.