VestGen Advisors’s Darden Restaurants DRI Stock Holding History

VestGen 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 Q3	$9.6M	Sell	49,810 -1,194	-2%	-$250K	0.3%	77
2026 Q2	$10.5M	Sell	51,004 -114	-0.2%	-$22.8K	0.31%	66
2026 Q1	$10.2M	Buy	51,118 +1,410	+3%	+$290K	0.27%	72
2025 Q4	$9.15M	Buy	49,708 +4,874	+11%	+$888K	0.39%	58
2025 Q3	$8.53M	Buy	44,834 +16,566	+59%	+$3.41M	0.28%	74
2025 Q2	$6.16M	Buy	28,268 +131	+0.5%	+$27.2K	0.25%	92
2025 Q1	$5.85M	Buy	+28,137	New	+$5.43M	0.27%	82

Other funds holding DRI

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

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

VestGen Advisors's DRI Position: Q3 2026 in Review

VestGen Advisors reduced its Darden Restaurants (DRI) stake by 2.3% in Q3 2026, selling an estimated $250K and leaving 49,810 shares worth $9.6M. The position accounts for 0.3% of the portfolio, ranked #77.

VestGen Advisors first reported a position in DRI in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.5M in Q2 2026. 391 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

VestGen Advisors held 49,810 shares of Darden Restaurants worth $9.6M as of Q3 2026.
VestGen Advisors sold 1,194 Darden Restaurants shares in Q3 2026, an estimated $250K.
Darden Restaurants made up 0.3% of VestGen Advisors's portfolio in Q3 2026, its #77 holding.
VestGen Advisors first reported a position in Darden Restaurants in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's Darden Restaurants position peaked at $10.5M in Q2 2026.
391 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.