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Whittier Trust’s Darden Restaurants DRI Stock Holding History

Whittier Trust’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 		$550K Hold
2,797
– – 0.01% 426
2025
Q4 		$560K Hold
2,797
– – 0.01% 427
2025
Q3 		$540K Sell
2,797
-346
-11% -$71.1K 0.01% 428
2025
Q2 		$685K Hold
3,143
– – 0.01% 446
2025
Q1 		$653K Sell
3,143
-10,250
-77% -$1.98M 0.01% 441
2024
Q4 		$2.5M Sell
13,393
-70
-0.5% -$11.7K 0.03% 252
2024
Q3 		$2.21M Sell
13,463
-6
-0% -$908 0.03% 266
2024
Q2 		$2.04M Sell
13,469
-62
-0.5% -$9.44K 0.03% 265
2024
Q1 		$2.26M Sell
13,531
-56
-0.4% -$9.29K 0.03% 257
2023
Q4 		$2.23M Sell
13,587
-118
-0.9% -$17.9K 0.04% 256
2023
Q3 		$1.96M Buy
13,705
+71
+0.5% +$11.3K 0.03% 276
2023
Q2 		$2.28M Sell
13,634
-200
-1% -$31.4K 0.04% 260
2023
Q1 		$2.15M Buy
13,834
+175
+1% +$25.9K 0.04% 263
2022
Q4 		$1.89M Hold
13,659
– – 0.04% 279
2022
Q3 		$1.73M Sell
13,659
-10,011
-42% -$1.25M 0.04% 274
2022
Q2 		$2.68M Hold
23,670
– – 0.05% 243
2022
Q1 		$3.15M Buy
23,670
+27
+0.1% +$3.73K 0.05% 237
2021
Q4 		$3.56M Buy
23,643
+235
+1% +$34.7K 0.06% 228
2021
Q3 		$3.55M Buy
23,408
+65
+0.3% +$9.55K 0.06% 223
2021
Q2 		$3.41M Hold
23,343
– – 0.06% 223
2021
Q1 		$3.31M Sell
23,343
-51
-0.2% -$6.71K 0.06% 218
2020
Q4 		$2.79M Buy
23,394
+149
+0.6% +$16K 0.06% 217
2020
Q3 		$2.34M Buy
23,245
+234
+1% +$19.4K 0.06% 223
2020
Q2 		$1.74M Buy
23,011
+20,477
+808% +$1.45M 0.05% 237
2020
Q1 		$138K Hold
2,534
– – ﹤0.01% 596
2019
Q4 		$276K Hold
2,534
– – 0.01% 498
2019
Q3 		$300K Hold
2,534
– – 0.01% 479
2019
Q2 		$308K Hold
2,534
– – 0.01% 463
2019
Q1 		$308K Hold
2,534
– – 0.01% 462
2018
Q4 		$253K Hold
2,534
– – 0.01% 468
2018
Q3 		$282K Buy
2,534
+174
+7% +$19.6K 0.01% 458
2018
Q2 		$253K Sell
2,360
-117
-5% -$10.7K 0.01% 464
2018
Q1 		$211K Hold
2,477
– – 0.01% 506
2017
Q4 		$238K Hold
2,477
– – 0.01% 479
2017
Q3 		$195K Hold
2,477
– – 0.01% 491
2017
Q2 		$224K Hold
2,477
– – 0.01% 451
2017
Q1 		$207K Buy
2,477
+117
+5% +$8.76K 0.01% 461
2016
Q4 		$172K Hold
2,360
– – 0.01% 487
2016
Q3 		$145K Hold
2,360
– – 0.01% 504
2016
Q2 		$149K Hold
2,360
– – 0.01% 501
2016
Q1 		$156K Buy
2,360
+200
+9% +$12.7K 0.01% 494
2015
Q4 		$137K Sell
2,160
-77
-3% -$4.47K 0.01% 522
2015
Q3 		$137K Sell
2,237
-2,797
-56% -$177K 0.01% 513
2015
Q2 		$320K Buy
5,034
+2,797
+125% +$165K 0.01% 416
2015
Q1 		$139K Hold
2,237
– – 0.01% 523
2014
Q4 		$117K Hold
2,237
– – 0.01% 526
2014
Q3 		$103K Hold
2,237
– – 0.01% 534
2014
Q2 		$93K Hold
2,237
– – ﹤0.01% 555
2014
Q1 		$102K Hold
2,237
– – 0.01% 538
2013
Q4 		$109K Hold
2,237
– – 0.01% 531
2013
Q3 		$93K Hold
2,237
– – 0.01% 557
2013
Q2 		$101K Buy
+2,237
New +$103K 0.01% 537

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whittier Trust's DRI Position: Q1 2026 in Review

Whittier Trust held its Darden Restaurants (DRI) position steady in Q1 2026 at 2,797 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #426.

Whittier Trust first reported a position in DRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.56M in Q4 2021. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Whittier Trust held 2,797 shares of Darden Restaurants worth $550K as of Q1 2026.
  • Whittier Trust left its Darden Restaurants share count unchanged in Q1 2026.
  • Darden Restaurants made up 0.01% of Whittier Trust's portfolio in Q1 2026, its #426 holding.
  • Whittier Trust first reported a position in Darden Restaurants in Q2 2013 and has held it in 52 quarters since.
  • Whittier Trust's Darden Restaurants position peaked at $3.56M in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.