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Beacon Investment Advisors’s Darden Restaurants DRI Stock Holding History

Beacon Investment 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 		$2.13M Buy
10,347
+42
+0.4% +$8.41K 0.67% 36
2026
Q1 		$2.02M Sell
10,305
-55
-0.5% -$11.3K 0.76% 34
2025
Q4 		$1.91M Sell
10,360
-11,346
-52% -$2.07M 0.76% 37
2025
Q3 		$4.13M Buy
21,706
+103
+0.5% +$21.2K 1.69% 13
2025
Q2 		$4.67M Buy
21,603
+38
+0.2% +$7.89K 2.01% 10
2025
Q1 		$4.48M Buy
21,565
+38
+0.2% +$7.33K 2.12% 9
2024
Q4 		$4.02M Buy
21,527
+66
+0.3% +$11.1K 1.89% 10
2024
Q3 		$3.52M Buy
21,461
+60
+0.3% +$9.08K 1.67% 14
2024
Q2 		$3.24M Buy
21,401
+61
+0.3% +$9.28K 1.66% 13
2024
Q1 		$3.57M Buy
21,340
+135
+0.6% +$22.4K 2.03% 10
2023
Q4 		$3.48M Buy
21,205
+16
+0.1% +$2.42K 2.22% 9
2023
Q3 		$3.03M Buy
21,189
+44
+0.2% +$6.98K 2.15% 9
2023
Q2 		$3.53M Sell
21,145
-31
-0.1% -$4.87K 2.41% 8
2023
Q1 		$3.29M Buy
21,176
+44
+0.2% +$6.51K 2.4% 7
2022
Q4 		$2.92M Buy
+21,132
New +$2.95M 2.44% 7

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Investment Advisors's DRI Position: Q2 2026 in Review

Beacon Investment Advisors increased its Darden Restaurants (DRI) stake by 0.41% in Q2 2026, buying an estimated $8.41K and bringing the position to 10,347 shares worth $2.13M. The position accounts for 0.67% of the portfolio, ranked #36.

Beacon Investment Advisors first reported a position in DRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.67M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Beacon Investment Advisors held 10,347 shares of Darden Restaurants worth $2.13M as of Q2 2026.
  • Beacon Investment Advisors bought 42 Darden Restaurants shares in Q2 2026, an estimated $8.41K.
  • Darden Restaurants made up 0.67% of Beacon Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Beacon Investment Advisors first reported a position in Darden Restaurants in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Darden Restaurants position peaked at $4.67M in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.