DRI β€” DARDEN RESTAURANTS INC

Ownership history in Clearstead Trust, LLC  Β·  3 quarters on record

AI Ownership Summary

Clearstead Trust, LLC reported DARDEN RESTAURANTS INC (DRI) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows DRI at 0.00% 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.

What this DRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearstead Trust, LLC's position in DARDEN RESTAURANTS INC, 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
2025 Q3

DRI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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 Clearstead Trust, LLC held DRI β€” position size vs. price
% of Fund (quarterly)    DRI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 48 β€” 0% 0.00% $9K 2025-11-10 $172.30
2025 Q2 UNCHANGED 48 β€” 0% 0.00% $10K 2025-08-08 $198.89
2025 Q1 INITIATED 48 β€” β€” 0.00% $10K 2025-05-09 $194.00

🏒 Other funds also holding DRI

As of 2026 Q1 β€” sorted by position size

First Financial Bank - Trust Division 3Y 7Y 0.42% Adelphi Trust Co 0.19% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Clearstead Trust, LLC and DRI

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

How long has Clearstead Trust, LLC reported owning DRI?

Clearstead Trust, LLC reported DRI across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported DRI position in Clearstead Trust, LLC's portfolio?

The largest reported portfolio weight for DRI was 0.00% in 2025 Q1.

What is the latest reported DRI position on this page?

The most recent filing on this page is 2025 Q3, when Clearstead Trust, LLC reported 48 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this DRI ownership page compare?

The chart compares Clearstead Trust, LLC'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.

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