DRI β€” DARDEN RESTAURANTS INC

Ownership history in First Personal Financial Services  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.03% (2019 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2016 Q2
πŸ“… Last filed
2024 Q2
⏱ Quarters held
30

Position Intelligence

First Personal Financial Services Γ— DRI AI Analytics

πŸ“ˆ First Personal Financial Services outperformed the S&P 500 by +6.1% annually on this DRI position. Timing score: 22% (2/9 decisions correct). Average cost basis: $95.95. Maximum drawdown during holding period: –54.2%.

πŸ“ˆ Position Alpha vs SPY
+6.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.1% per year on this position.
29 quarters analyzed

⏱️ Timing Score
22%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 9 add/trim decisions correct

πŸ’° Entry Quality
$95.95
+49.1% vs current ($143.05)

Best entry: $47.90 (2016 Q2)  Β·  Worst: $99.74 (2019 Q1)

πŸ›‘οΈ Drawdown Resilience
–54.2%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
30%
buy-side decisions

3 adds Β· 7 trims. Bought during 1 of 10 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DRI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
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 β€” 0% 0.01% $24K $156.71
2023 Q4 UNCHANGED 144 β€” 0% 0.01% $24K $152.81
2023 Q3 REDUCED 144 -36 -20.0% 0.01% $21K $131.96
2023 Q2 UNCHANGED 180 β€” 0% 0.01% $30K $152.72
2023 Q1 UNCHANGED 180 β€” 0% 0.01% $28K $140.70
2022 Q4 UNCHANGED 180 β€” 0% 0.01% $25K $124.41
2022 Q3 UNCHANGED 180 β€” 0% 0.01% $23K $112.57
2022 Q2 UNCHANGED 180 β€” 0% 0.01% $20K $99.77
2022 Q1 UNCHANGED 180 β€” 0% 0.01% $24K $116.25
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DRI

As of 2025 Q4 β€” 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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