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Beacon Pointe Advisors’s Darden Restaurants DRI Stock Holding History

Beacon Pointe 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 		$2.68M Buy
13,005
+155
+1% +$31.1K 0.01% 674
2026
Q1 		$2.52M Buy
12,850
+9,545
+289% +$1.96M 0.01% 662
2025
Q4 		$608K Sell
3,305
-273
-8% -$49.8K ﹤0.01% 1005
2025
Q3 		$681K Sell
3,578
-8,177
-70% -$1.68M 0.01% 904
2025
Q2 		$2.56M Sell
11,755
-2
-0% -$415 0.03% 434
2025
Q1 		$2.44M Sell
11,757
-291
-2% -$56.2K 0.03% 427
2024
Q4 		$2.25M Sell
12,048
-601
-5% -$101K 0.02% 437
2024
Q3 		$2.08M Sell
12,649
-1,012
-7% -$153K 0.02% 466
2024
Q2 		$2.07M Buy
13,661
+16
+0.1% +$2.44K 0.02% 463
2024
Q1 		$2.28M Sell
13,645
-142
-1% -$23.6K 0.03% 464
2023
Q4 		$2.27M Sell
13,787
-136
-1% -$20.6K 0.03% 452
2023
Q3 		$1.99M Buy
13,923
+126
+0.9% +$20K 0.02% 459
2023
Q2 		$2.31M Sell
13,797
-697
-5% -$109K 0.04% 345
2023
Q1 		$2.25M Sell
14,494
-212
-1% -$31.4K 0.04% 367
2022
Q4 		$2.03M Sell
14,706
-379
-3% -$52.9K 0.04% 355
2022
Q3 		$1.91M Buy
15,085
+5,734
+61% +$717K 0.04% 323
2022
Q2 		$1.06M Sell
9,351
-6,041
-39% -$754K 0.02% 457
2022
Q1 		$2.05M Buy
15,392
+13,354
+655% +$1.84M 0.03% 439
2021
Q4 		$307K Sell
2,038
-1,583
-44% -$234K 0.01% 725
2021
Q3 		$548K Buy
3,621
+1,284
+55% +$189K 0.01% 524
2021
Q2 		$341K Buy
2,337
+227
+11% +$31.9K 0.01% 620
2021
Q1 		$300K Sell
2,110
-42
-2% -$5.53K 0.02% 389
2020
Q4 		$258K Buy
2,152
+84
+4% +$9K 0.02% 406
2020
Q3 		$208K Buy
+2,068
New +$172K 0.02% 367

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 Pointe Advisors's DRI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Darden Restaurants (DRI) stake by 1.2% in Q2 2026, buying an estimated $31.1K and bringing the position to 13,005 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #674.

Beacon Pointe Advisors first reported a position in DRI in Q3 2020 and has held it in 24 quarters since. 1,081 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Beacon Pointe Advisors held 13,005 shares of Darden Restaurants worth $2.68M as of Q2 2026.
  • Beacon Pointe Advisors bought 155 Darden Restaurants shares in Q2 2026, an estimated $31.1K.
  • Darden Restaurants made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #674 holding.
  • Beacon Pointe Advisors first reported a position in Darden Restaurants in Q3 2020 and has held it in 24 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.