BAHL & GAYNOR INC DRI Darden Restaurants Inc COM

Ownership history in BAHL & GAYNOR INC  ·  22 quarters on record

AI Ownership Summary

BAHL & GAYNOR INC reported Darden Restaurants Inc COM (DRI) in 22 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 1.0% in 2026 Q1. The latest visible filing shows DRI at 1.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAHL & GAYNOR INC's position in Darden Restaurants Inc COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DRI was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAHL & GAYNOR INC held DRI — position size vs. price
% of Fund (quarterly)    DRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,010,176 +686,877 +212.5% 1.00% $198.0M 2026-05-07 $195.17
2025 Q4 REDUCED 48.4% +7.3% 323,299 -302,715 -48.4% 0.30% $59.5M 2026-02-12 $211.23
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BAHL & GAYNOR INC and DRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAHL & GAYNOR INC reported owning DRI?

BAHL & GAYNOR INC reported DRI across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported DRI position in BAHL & GAYNOR INC's portfolio?

The largest reported portfolio weight for DRI was 1.00% in 2026 Q1.

What is the latest reported DRI position on this page?

The most recent filing on this page is 2026 Q1, when BAHL & GAYNOR INC reported 1,010,176 shares, equal to 1.00% of portfolio, with an estimated market value of $198.0M.

What does the chart on this DRI ownership page compare?

The chart compares BAHL & GAYNOR INC's quarterly DRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAHL & GAYNOR INC time their DRI position?

Based on 13F filing dates vs. subsequent DRI price moves, BAHL & GAYNOR INC correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on DRI relative to SPY over the holding period was -10.9%.

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