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Beacon Investment Advisory Services’s Darden Restaurants DRI Stock Holding History

Beacon Investment Advisory Services’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 		$8.38M Sell
40,683
-2,203
-5% -$441K 0.31% 72
2026
Q1 		$8.41M Sell
42,886
-481
-1% -$98.9K 0.35% 70
2025
Q4 		$7.98M Sell
43,367
-10,270
-19% -$1.87M 0.33% 69
2025
Q3 		$10.2M Buy
53,637
+1,963
+4% +$404K 0.43% 59
2025
Q2 		$11.3M Buy
51,674
+2,978
+6% +$618K 0.5% 56
2025
Q1 		$10.1M Buy
48,696
+4,346
+10% +$839K 0.47% 60
2024
Q4 		$8.28M Buy
44,350
+2,432
+6% +$408K 0.36% 67
2024
Q3 		$6.88M Sell
41,918
-84
-0.2% -$12.7K 0.29% 75
2024
Q2 		$6.36M Sell
42,002
-449
-1% -$68.3K 0.27% 77
2024
Q1 		$7.1M Buy
42,451
+1,048
+3% +$174K 0.31% 73
2023
Q4 		$6.8M Sell
41,403
-41
-0.1% -$6.21K 0.31% 75
2023
Q3 		$5.94M Sell
41,444
-497
-1% -$78.8K 0.29% 77
2023
Q2 		$7.01M Sell
41,941
-130
-0.3% -$20.4K 0.32% 68
2023
Q1 		$6.53M Buy
42,071
+477
+1% +$70.6K 0.32% 71
2022
Q4 		$5.75M Buy
41,594
+140
+0.3% +$19.5K 0.29% 76
2022
Q3 		$5.24M Sell
41,454
-451
-1% -$56.4K 0.29% 76
2022
Q2 		$4.74M Buy
41,905
+503
+1% +$62.8K 0.25% 86
2022
Q1 		$5.5M Buy
41,402
+1,692
+4% +$234K 0.23% 84
2021
Q4 		$5.98M Sell
39,710
-622
-2% -$91.9K 0.23% 85
2021
Q3 		$6.11M Buy
40,332
+993
+3% +$146K 0.25% 86
2021
Q2 		$5.74M Buy
39,339
+1,080
+3% +$152K 0.23% 88
2021
Q1 		$5.43M Buy
38,259
+568
+2% +$74.8K 0.24% 85
2020
Q4 		$4.49M Sell
37,691
-43
-0.1% -$4.61K 0.21% 87
2020
Q3 		$3.8M Sell
37,734
-1,139
-3% -$94.6K 0.2% 89
2020
Q2 		$2.94M Sell
38,873
-5,239
-12% -$372K 0.17% 100
2020
Q1 		$2.4M Sell
44,112
-603
-1% -$58.7K 0.17% 99
2019
Q4 		$4.87M Buy
44,715
+92
+0.2% +$10.4K 0.26% 84
2019
Q3 		$5.28M Buy
44,623
+511
+1% +$62.3K 0.53% 52
2019
Q2 		$5.37M Sell
44,112
-1,948
-4% -$232K 0.57% 49
2019
Q1 		$5.59M Buy
46,060
+621
+1% +$68.1K 0.59% 50
2018
Q4 		$4.54M Sell
45,439
-1,863
-4% -$199K 0.5% 58
2018
Q3 		$5.26M Buy
47,302
+633
+1% +$71.3K 0.51% 57
2018
Q2 		$5M Sell
46,669
-1,213
-3% -$111K 0.51% 58
2018
Q1 		$4.08M Buy
47,882
+565
+1% +$53.5K 0.42% 66
2017
Q4 		$4.54M Sell
47,317
-8,073
-15% -$682K 0.48% 64
2017
Q3 		$4.36M Buy
55,390
+50,660
+1,071% +$4.27M 0.37% 77
2017
Q2 		$428K Buy
4,730
+1,994
+73% +$174K 0.08% 53
2017
Q1 		$229K Buy
+2,736
New +$205K 0.04% 78

Other funds holding DRI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Beacon Investment Advisory Services's DRI Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Darden Restaurants (DRI) stake by 5.1% in Q2 2026, selling an estimated $441K and leaving 40,683 shares worth $8.38M. The position accounts for 0.31% of the portfolio, ranked #72.

Beacon Investment Advisory Services first reported a position in DRI in Q1 2017 and has held it in 38 quarters since. The position peaked at $11.3M in Q2 2025. 150 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Beacon Investment Advisory Services held 40,683 shares of Darden Restaurants worth $8.38M as of Q2 2026.
  • Beacon Investment Advisory Services sold 2,203 Darden Restaurants shares in Q2 2026, an estimated $441K.
  • Darden Restaurants made up 0.31% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #72 holding.
  • Beacon Investment Advisory Services first reported a position in Darden Restaurants in Q1 2017 and has held it in 38 quarters since.
  • Beacon Investment Advisory Services's Darden Restaurants position peaked at $11.3M in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.