Valley Wealth Managers’s Darden Restaurants DRI Stock Holding History

Valley Wealth Managers’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 Q3	$20.7M	Buy	107,060 +1,880	+2%	+$393K	1.18%	37
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

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Valley Wealth Managers's DRI Position: Q3 2026 in Review

Valley Wealth Managers increased its Darden Restaurants (DRI) stake by 1.8% in Q3 2026, buying an estimated $393K and bringing the position to 107,060 shares worth $20.7M. The position accounts for 1.18% of the portfolio, ranked #37.

Valley Wealth Managers first reported a position in DRI in Q2 2013 and has held it in 30 quarters since. The position peaked at $21.7M in Q2 2026. 43 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

Valley Wealth Managers held 107,060 shares of Darden Restaurants worth $20.7M as of Q3 2026.
Valley Wealth Managers bought 1,880 Darden Restaurants shares in Q3 2026, an estimated $393K.
Darden Restaurants made up 1.18% of Valley Wealth Managers's portfolio in Q3 2026, its #37 holding.
Valley Wealth Managers first reported a position in Darden Restaurants in Q2 2013 and has held it in 30 quarters since.
Valley Wealth Managers's Darden Restaurants position peaked at $21.7M in Q2 2026.
43 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.