DRI — DARDEN RESTAURANTS INC

Ownership history in First Personal Financial Services  ·  30 quarters on record

This page tracks every 13F SEC filing in which First Personal Financial Services 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.

Peak position
0.03% (2019 Q3)
Avg. % of fund
0.01%
First filed
2016 Q2
Last filed
2024 Q2
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 REDUCED 67 -77 -53.5% 0.00% $10K $143.05
2024 Q1 UNCHANGED 144 — 0% 0.01% $24K $156.71
2023 Q4 UNCHANGED 144 — 0% 0.01% $24K $152.81
2023 Q3 REDUCED 144 -36 -20.0% 0.01% $21K $131.96
2023 Q2 UNCHANGED 180 — 0% 0.01% $30K $152.72
2023 Q1 UNCHANGED 180 — 0% 0.01% $28K $140.70
2022 Q4 UNCHANGED 180 — 0% 0.01% $25K $124.41
2022 Q3 UNCHANGED 180 — 0% 0.01% $23K $112.57
2022 Q2 UNCHANGED 180 — 0% 0.01% $20K $99.77
2022 Q1 UNCHANGED 180 — 0% 0.01% $24K $116.25
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% 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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