Waverly Advisors’s Darden Restaurants DRI Stock Holding History

Waverly 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	$1.18M	Buy	6,043 +1,593	+36%	+$328K	0.01%	781
2025 Q4	$819K	Buy	4,450 +1,029	+30%	+$188K	0.01%	825
2025 Q3	$651K	Buy	3,421 +1,185	+53%	+$244K	0.01%	765
2025 Q2	$487K	Buy	2,236 +405	+22%	+$84.1K	0.01%	809
2025 Q1	$380K	Buy	1,831 +41	+2%	+$7.91K	﹤0.01%	853
2024 Q4	$334K	Buy	+1,790	New	+$300K	0.01%	790
2018 Q1	–	Sell	-65	Closed	-$6K	–	234
2017 Q4	$6K	Buy	+65	New	+$5.49K	﹤0.01%	358
2014 Q4	–	Sell	-7,272	Closed	-$334K	–	492
2014 Q3	$334K	Hold	7,272	–	–	0.18%	75
2014 Q2	$301K	Hold	7,272	–	–	0.13%	86
2014 Q1	$330K	Hold	7,272	–	–	0.15%	82
2013 Q4	$353K	Buy	+7,272	New	+$336K	0.12%	99

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors's DRI Position: Q1 2026 in Review

Waverly Advisors increased its Darden Restaurants (DRI) stake by 36% in Q1 2026, buying an estimated $328K and bringing the position to 6,043 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #781.

Waverly Advisors first reported a position in DRI in Q4 2013 and has held it in 11 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Waverly Advisors held 6,043 shares of Darden Restaurants worth $1.18M as of Q1 2026.
Waverly Advisors bought 1,593 Darden Restaurants shares in Q1 2026, an estimated $328K.
Darden Restaurants made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #781 holding.
Waverly Advisors first reported a position in Darden Restaurants in Q4 2013 and has held it in 11 quarters since.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.