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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
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 $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Apella Capital's DRI Position: Q2 2026 in Review

Apella Capital increased its Darden Restaurants (DRI) stake by 1.5% in Q2 2026, buying an estimated $7.21K and bringing the position to 2,479 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #471.

Apella Capital first reported a position in DRI in Q2 2024 and has held it in 9 quarters since. The position peaked at $524K in Q2 2025. 507 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Apella Capital held 2,479 shares of Darden Restaurants worth $507K as of Q2 2026.
  • Apella Capital bought 36 Darden Restaurants shares in Q2 2026, an estimated $7.21K.
  • Darden Restaurants made up 0.01% of Apella Capital's portfolio in Q2 2026, its #471 holding.
  • Apella Capital first reported a position in Darden Restaurants in Q2 2024 and has held it in 9 quarters since.
  • Apella Capital's Darden Restaurants position peaked at $524K in Q2 2025.
  • 507 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.