DRI — DARDEN RESTAURANTS INC

Ownership history in Equitable Holdings, Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Equitable Holdings, Inc. reported a position in DARDEN RESTAURANTS INC (DRI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,260 -306 -19.5% 0.00% $240K $187.43
2025 Q2 ADDED 1,566 +172 +12.3% 0.00% $341K $213.13
2025 Q1 ADDED 1,394 +200 +16.8% 0.00% $290K $201.69
2024 Q4 REDUCED 1,194 -281 -19.1% 0.00% $223K $179.86
2023 Q3 ADDED 1,475 +62 +4.4% 0.00% $211K $131.96
2023 Q2 INITIATED 1,413 — — 0.00% $236K $152.72
% of Fund (quarterly)    DRI price (monthly, adj. close)

Other funds also holding DRI

As of 2025 Q4 — sorted by position size

Clear Trail Advisors, LLC 6.8% Hamlin Capital Management, LLC 3Y 7Y 3.79% WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3Y 7Y 3.03% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.86% WESTPORT ASSET MANAGEMENT INC 3Y 7Y 2.78% Running Oak Capital LLC 3Y 1.87% LRT Capital Management, LLC 3Y 1.83% Tulsa Wealth Advisors, INC 1.83% Applied Finance Capital Management, LLC 3Y 1.45% Ellsworth Advisors, LLC 3Y 1.42%
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