DRI — DARDEN RESTAURANTS INC

Ownership history in Dynamic Advisor Solutions LLC  ·  28 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported DARDEN RESTAURANTS INC (DRI) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows DRI at 0.11% 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 Dynamic Advisor Solutions 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
2026 Q1

DRI was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% 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
2023 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.

DRI stock page Dynamic Advisor Solutions LLC fund profile Dynamic Advisor Solutions LLC full holdings
How Dynamic Advisor Solutions LLC held DRI — position size vs. price
% of Fund (quarterly)    DRI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 18,566 +823 +4.6% 0.11% $3.6M 2026-04-08 $194.16
2025 Q4 ADDED 17,743 +14,678 +478.9% 0.10% $3.3M 2026-01-09 $200.81
2025 Q3 ADDED 3,065 +163 +5.6% 0.02% $584K 2025-10-09 $182.41
2025 Q2 REDUCED 2,902 -220 -7.0% 0.02% $633K 2025-07-09 $209.42
2025 Q1 ADDED 3,122 +173 +5.9% 0.02% $649K 2025-04-17 $194.27
2024 Q4 REDUCED 2,949 -628 -17.6% 0.02% $551K 2025-01-21 $179.66
2024 Q3 REDUCED 3,577 -37 -1.0% 0.02% $587K 2024-10-07 $151.19
2024 Q2 REDUCED 3,614 -191 -5.0% 0.02% $547K 2024-07-15 $135.76
2024 Q1 REDUCED 3,805 -70 -1.8% 0.02% $636K 2024-04-12 $143.58
2023 Q4 ADDED 3,875 +286 +8.0% 0.02% $628K 2024-01-10 $149.83
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DRI

As of 2026 Q1 — sorted by position size

VISTA INVESTMENT PARTNERS LLC 1.05% Carolina Wealth Advisors, LLC 3Y 0.89% First Financial Bank - Trust Division 3Y 7Y 0.42% CULLEN INVESTMENT GROUP, LTD. 0.39% Hickory Point Bank & Trust 0.31% Adelphi Trust Co 0.19% CANANDAIGUA NATIONAL CORP 3Y 7Y 0.15% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 0.15% PBU - The Pension Fund of Early Childhood & Youth Educators 0.12% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.12%

FAQ About Dynamic Advisor Solutions 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 Dynamic Advisor Solutions LLC reported owning DRI?

Dynamic Advisor Solutions LLC reported DRI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DRI position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for DRI was 0.11% in 2026 Q1.

What is the latest reported DRI position on this page?

The most recent filing on this page is 2026 Q1, when Dynamic Advisor Solutions LLC reported 18,566 shares, equal to 0.11% of portfolio, with an estimated market value of $3.6M.

What does the chart on this DRI ownership page compare?

The chart compares Dynamic Advisor Solutions 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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