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James T. Borello RIA’s Darden Restaurants DRI Stock Holding History

James T. Borello RIA’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 		$7.34K Buy
38
+1
+3% +$209 ﹤0.01% 687
2026
Q2 		$7.62K Buy
37
+7
+23% +$1.4K ﹤0.01% 668
2026
Q1 		$5.88K Buy
30
+1
+3% +$206 ﹤0.01% 704
2025
Q4 		$5.34K Buy
29
+19
+190% +$3.46K ﹤0.01% 553
2025
Q3 		$1.9K Buy
+10
New +$2.06K ﹤0.01% 731

Other funds holding DRI

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

James T. Borello RIA's DRI Position: Q3 2026 in Review

James T. Borello RIA increased its Darden Restaurants (DRI) stake by 2.7% in Q3 2026, buying an estimated $209 and bringing the position to 38 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

James T. Borello RIA first reported a position in DRI in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.62K in Q2 2026. 175 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • James T. Borello RIA held 38 shares of Darden Restaurants worth $7.34K as of Q3 2026.
  • James T. Borello RIA bought 1 Darden Restaurants share in Q3 2026, an estimated $209.
  • Darden Restaurants made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #687 holding.
  • James T. Borello RIA first reported a position in Darden Restaurants in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Darden Restaurants position peaked at $7.62K in Q2 2026.
  • 175 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.