Hickory Point Bank & Trust DRI — DARDEN RESTAURANTS

Ownership history in Hickory Point Bank & Trust  ·  8 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported DARDEN RESTAURANTS (DRI) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.46% in 2025 Q1. The latest visible filing shows DRI at 0.28% 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 Hickory Point Bank & Trust's position in DARDEN RESTAURANTS, 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 Q3

DRI was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

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.

How Hickory Point Bank & Trust 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,425 — 0% 0.28% $469K 2026-10-01 $197.41
2026 Q2 UNCHANGED — — — 2,425 — 0% 0.30% $500K 2026-07-17 $198.53
2026 Q1 UNCHANGED — — — 2,425 — 0% 0.31% $475K 2026-04-03 $193.27
2025 Q4 UNCHANGED — — — 2,425 — 0% 0.32% $446K 2026-01-12 $206.15
2025 Q3 UNCHANGED — — — 2,425 — 0% 0.35% $462K 2025-10-06 $187.33
2025 Q2 REDUCED — — — 2,425 -95 -3.8% 0.43% $529K 2025-07-08 $209.47
2025 Q1 UNCHANGED — — — 2,520 — 0% 0.46% $524K 2025-04-14 $191.80
2024 Q4 INITIATED — — — 2,520 — — 0.42% $470K 2025-02-05 $191.53

FAQ About Hickory Point Bank & Trust and DRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning DRI?

Hickory Point Bank & Trust reported DRI across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported DRI position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for DRI was 0.46% in 2025 Q1.

What is the latest reported DRI position on this page?

The most recent filing on this page is 2026 Q3, when Hickory Point Bank & Trust reported 2,425 shares, equal to 0.28% of portfolio, with an estimated market value of $469K.

What does the chart on this DRI ownership page compare?

The chart compares Hickory Point Bank & Trust'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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