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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Investment Advisors's DRI Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Darden Restaurants (DRI) stake by 0.53% in Q1 2026, selling an estimated $11.3K and leaving 10,305 shares worth $2.02M. The position accounts for 0.76% of the portfolio, ranked #34.

Beacon Investment Advisors first reported a position in DRI in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.67M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Beacon Investment Advisors held 10,305 shares of Darden Restaurants worth $2.02M as of Q1 2026.
Beacon Investment Advisors sold 55 Darden Restaurants shares in Q1 2026, an estimated $11.3K.
Darden Restaurants made up 0.76% of Beacon Investment Advisors's portfolio in Q1 2026, its #34 holding.
Beacon Investment Advisors first reported a position in Darden Restaurants in Q4 2022 and has held it in 14 quarters since.
Beacon Investment Advisors's Darden Restaurants position peaked at $4.67M in Q2 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.