AC
DRI icon

Apella Capital’s Darden Restaurants DRI Stock Holding History

Apella Capital’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
Q3 		$537K Buy
2,663
+184
+7% +$38.5K 0.01% 496
2026
Q2 		$507K Buy
2,479
+36
+1% +$7.21K 0.01% 471
2026
Q1 		$491K Buy
2,443
+102
+4% +$21K 0.01% 469
2025
Q4 		$431K Buy
2,341
+3
+0.1% +$547 0.01% 386
2025
Q3 		$438K Sell
2,338
-87
-4% -$17.9K 0.01% 347
2025
Q2 		$524K Sell
2,425
-5
-0.2% -$1.04K 0.01% 288
2025
Q1 		$477K Buy
2,430
+343
+16% +$66.2K 0.02% 258
2024
Q4 		$390K Sell
2,087
-7
-0.3% -$1.17K 0.01% 253
2024
Q3 		$341K Buy
2,094
+1
+0% +$151 0.01% 254
2024
Q2 		$294K Buy
+2,093
New +$319K 0.01% 259

Other funds holding DRI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

Apella Capital's DRI Position: Q3 2026 in Review

Apella Capital increased its Darden Restaurants (DRI) stake by 7.4% in Q3 2026, buying an estimated $38.5K and bringing the position to 2,663 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #496.

Apella Capital first reported a position in DRI in Q2 2024 and has held it in 10 quarters since. 39 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Apella Capital held 2,663 shares of Darden Restaurants worth $537K as of Q3 2026.
  • Apella Capital bought 184 Darden Restaurants shares in Q3 2026, an estimated $38.5K.
  • Darden Restaurants made up 0.01% of Apella Capital's portfolio in Q3 2026, its #496 holding.
  • Apella Capital first reported a position in Darden Restaurants in Q2 2024 and has held it in 10 quarters since.
  • 39 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.