Alethea Capital Management’s Darden Restaurants DRI Stock Holding History

Alethea Capital Management’s Portfolio DRI Stock Details DRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Buy	+5,424	New	+$1.09M	0.46%	11
2024 Q3	–	Sell	-3,066	Closed	-$464K	–	39
2024 Q2	$464K	Buy	+3,066	New	+$467K	0.35%	16
2023 Q4	–	Sell	-2,800	Closed	-$401K	–	42
2023 Q3	$401K	Buy	+2,800	New	+$444K	0.49%	22
2019 Q1	–	Sell	-15,519	Closed	-$1.55M	–	80
2018 Q4	$1.55M	Buy	15,519 +6,926	+81%	+$741K	2.26%	8
2018 Q3	$955K	Buy	8,593 +2,947	+52%	+$332K	1.43%	13
2018 Q2	$604K	Buy	+5,646	New	+$517K	1.03%	21
2017 Q4	–	Sell	-26,967	Closed	-$2.12M	–	84
2017 Q3	$2.12M	Buy	+26,967	New	+$2.27M	2.49%	15
2016 Q3	–	Sell	-29,718	Closed	-$1.88M	–	62
2016 Q2	$1.88M	Buy	+29,718	New	+$1.94M	2.58%	17
2016 Q1	–	Sell	-34,138	Closed	-$2.17M	–	69
2015 Q4	$2.17M	Buy	+34,138	New	+$1.98M	2.52%	12
2015 Q2	–	Sell	-35,300	Closed	-$2.19M	–	77
2015 Q1	$2.19M	Buy	+35,300	New	+$1.98M	2.42%	20

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alethea Capital Management's DRI Position: Q2 2026 in Review

Alethea Capital Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 5,424 shares worth $1.12M. The stake represents 0.46% of the portfolio and ranks #11 among its holdings. This is a return to the name: Alethea Capital Management previously reported a position in DRI as recently as Q2 2024.

Alethea Capital Management first reported a position in DRI in Q1 2015 and has held it in 10 quarters since. The position peaked at $2.19M in Q1 2015. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Alethea Capital Management held 5,424 shares of Darden Restaurants worth $1.12M as of Q2 2026.
Darden Restaurants was a new Alethea Capital Management position in Q2 2026.
Darden Restaurants made up 0.46% of Alethea Capital Management's portfolio in Q2 2026, its #11 holding.
Alethea Capital Management first reported a position in Darden Restaurants in Q1 2015 and has held it in 10 quarters since.
Alethea Capital Management's Darden Restaurants position peaked at $2.19M in Q1 2015.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Alethea Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.