Aptus Capital Advisors’s Darden Restaurants DRI Stock Holding History

Aptus Capital Advisors’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	$3.26M	Buy	15,821 +943	+6%	+$189K	0.02%	429
2026 Q1	$2.92M	Buy	14,878 +3,747	+34%	+$771K	0.02%	416
2025 Q4	$2.05M	Sell	11,131 -711	-6%	-$130K	0.01%	439
2025 Q3	$2.25M	Buy	11,842 +3,028	+34%	+$622K	0.02%	412
2025 Q2	$1.92M	Buy	8,814 +4,479	+103%	+$930K	0.02%	433
2025 Q1	$901K	Buy	+4,335	New	+$837K	0.01%	527
2022 Q3	–	Sell	-36,375	Closed	-$4.11M	–	778
2022 Q2	$4.11M	Sell	36,375 -20,428	-36%	-$2.55M	0.11%	115
2022 Q1	$7.55M	Buy	56,803 +23,656	+71%	+$3.27M	0.19%	78
2021 Q4	$4.99M	Buy	33,147 +4,875	+17%	+$721K	0.15%	92
2021 Q3	$4.28M	Buy	28,272 +20,694	+273%	+$3.04M	0.11%	102
2021 Q2	$1.11M	Buy	7,578 +1,008	+15%	+$142K	0.03%	223
2021 Q1	$933K	Buy	+6,570	New	+$865K	0.03%	219

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

Aptus Capital Advisors's DRI Position: Q2 2026 in Review

Aptus Capital Advisors increased its Darden Restaurants (DRI) stake by 6.3% in Q2 2026, buying an estimated $189K and bringing the position to 15,821 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #429.

Aptus Capital Advisors first reported a position in DRI in Q1 2021 and has held it in 12 quarters since. The position peaked at $7.55M in Q1 2022. 1,081 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Aptus Capital Advisors held 15,821 shares of Darden Restaurants worth $3.26M as of Q2 2026.
Aptus Capital Advisors bought 943 Darden Restaurants shares in Q2 2026, an estimated $189K.
Darden Restaurants made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #429 holding.
Aptus Capital Advisors first reported a position in Darden Restaurants in Q1 2021 and has held it in 12 quarters since.
Aptus Capital Advisors's Darden Restaurants position peaked at $7.55M in Q1 2022.
1,081 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.