DRI — DARDEN RESTAURANTS INC

Ownership history in PERSONAL CFO SOLUTIONS, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, LLC 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
0.05% (2025 Q1)
Avg. % of fund
0.04%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,075 -91 -7.8% 0.04% $205K $187.43
2025 Q2 ADDED 1,166 +9 +0.8% 0.05% $254K $213.13
2025 Q1 ADDED 1,157 +60 +5.5% 0.05% $240K $201.69
2024 Q4 REDUCED 1,097 -146 -11.7% 0.04% $205K $179.86
2024 Q1 INITIATED 1,243 — — 0.03% $208K —
% 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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