DRI β€” DARDEN RESTAURANTS INC

Ownership history in Planning Capital Management Corp  Β·  3 quarters on record

AI Ownership Summary

Planning Capital Management Corp reported DARDEN RESTAURANTS INC (DRI) in 3 quarterly 13F filings from 2023 Q4 through 2024 Q2. The latest visible filing shows DRI at 0.00% 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 Planning Capital Management Corp's position in DARDEN RESTAURANTS INC, 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
2024 Q2

DRI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 2024 Q2

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 Planning Capital Management Corp held DRI β€” position size vs. price
% of Fund (quarterly)    DRI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 UNCHANGED 11 β€” 0% 0.00% $2K 2024-08-12 $135.67
2024 Q1 UNCHANGED 11 β€” 0% 0.00% $2K 2024-04-26 $147.57
2023 Q4 INITIATED 11 β€” β€” 0.00% $2K 2024-02-14 $151.08

🏒 Other funds also holding DRI

As of 2026 Q1 β€” sorted by position size

First Financial Bank - Trust Division 3Y 7Y 0.42% Adelphi Trust Co 0.19% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Planning Capital Management Corp and DRI

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

How long has Planning Capital Management Corp reported owning DRI?

Planning Capital Management Corp reported DRI across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported DRI position in Planning Capital Management Corp's portfolio?

The largest reported portfolio weight for DRI was 0.00% in 2023 Q4.

What is the latest reported DRI position on this page?

The most recent filing on this page is 2024 Q2, when Planning Capital Management Corp reported 11 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this DRI ownership page compare?

The chart compares Planning Capital Management Corp'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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