Gilliland Jeter Wealth Management LLC DRI — DARDEN RESTAURANTS INCORPORATED

Ownership history in Gilliland Jeter Wealth Management LLC  ·  9 quarters on record

AI Ownership Summary

Gilliland Jeter Wealth Management LLC reported DARDEN RESTAURANTS INCORPORATED (DRI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.16% in 2023 Q4. The latest visible filing shows DRI at 0.12% 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 Gilliland Jeter Wealth Management LLC's position in DARDEN RESTAURANTS INCORPORATED, 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 Q4

DRI was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2023 Q4

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 2025 Q4

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 Gilliland Jeter Wealth Management LLC fund profile Gilliland Jeter Wealth Management LLC full holdings
How Gilliland Jeter Wealth Management LLC held DRI — position size vs. price
% of Fund (quarterly)    DRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 2,180 -18 -0.8% 0.12% $401K 2026-01-23 $204.59
2025 Q3 UNCHANGED — — — 2,198 — 0% 0.13% $419K 2025-10-28 $178.61
2025 Q2 REDUCED — — — 2,198 -6 -0.3% 0.16% $479K 2025-07-24 $198.15
2025 Q1 ADDED — — — 2,204 +1 +0.0% 0.16% $458K 2025-04-30 $194.68
2024 Q4 REDUCED 5.0% +12.1% ❌ 2,203 -116 -5.0% 0.14% $411K 2025-01-28 $185.36
2024 Q3 REDUCED — — — 2,319 -1 -0.0% 0.13% $388K 2024-10-17 $157.05
2024 Q2 ADDED — — — 2,320 +1 +0.0% 0.12% $351K 2024-07-24 $132.12
2024 Q1 REDUCED — — — 2,319 -109 -4.5% 0.13% $388K 2024-05-02 $138.71
2023 Q4 INITIATED — — — 2,428 — — 0.16% $399K 2024-02-02 $154.92

🏢 Other funds also holding DRI

As of 2026 Q1 — sorted by position size

Clear Trail Advisors, LLC 5.24% Hamlin Capital Management, LLC 3Y 7Y 4.03% WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3Y 7Y 3.24% WESTPORT ASSET MANAGEMENT INC 3Y 7Y 3.03% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.82% Running Oak Capital LLC 3Y 1.86% Applied Finance Capital Management, LLC 3Y 1.64% Decatur Capital Management, Inc. 3Y 7Y 1.52% Covington Investment Advisors Inc. 3Y 7Y 1.45% Willis Investment Counsel 3Y 7Y 1.31%

FAQ About Gilliland Jeter Wealth Management 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 Gilliland Jeter Wealth Management LLC reported owning DRI?

Gilliland Jeter Wealth Management LLC reported DRI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DRI position in Gilliland Jeter Wealth Management LLC's portfolio?

The largest reported portfolio weight for DRI was 0.16% in 2023 Q4.

What is the latest reported DRI position on this page?

The most recent filing on this page is 2025 Q4, when Gilliland Jeter Wealth Management LLC reported 2,180 shares, equal to 0.12% of portfolio, with an estimated market value of $401K.

What does the chart on this DRI ownership page compare?

The chart compares Gilliland Jeter Wealth Management 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.

How well did Gilliland Jeter Wealth Management LLC time their DRI position?

Based on 13F filing dates vs. subsequent DRI price moves, Gilliland Jeter Wealth Management LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on DRI relative to SPY over the holding period was -3.9%.

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