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	$618K	Buy	3,000 +1,000	+50%	+$200K	﹤0.01%	1240
2026 Q1	$392K	Buy	+2,000	New	+$411K	﹤0.01%	1402
2025 Q3	–	Sell	-4,000	Closed	-$872K	–	1418
2025 Q2	$872K	Buy	4,000 +1,000	+33%	+$208K	0.01%	708
2025 Q1	$623K	Sell	3,000 -2,000	-40%	-$386K	0.01%	776
2024 Q4	$933K	Hold	5,000	–	–	0.01%	653
2024 Q3	$821K	Hold	5,000	–	–	0.01%	692
2024 Q2	$757K	Buy	5,000 +1,000	+25%	+$152K	0.01%	723
2024 Q1	$669K	Sell	4,000 -1,000	-20%	-$166K	0.01%	805
2023 Q4	$822K	Buy	5,000 +1,000	+25%	+$151K	0.01%	731
2023 Q3	$573K	Hold	4,000	–	–	0.01%	824
2023 Q2	$668K	Buy	+4,000	New	+$628K	0.01%	633
2022 Q2	–	Sell	-4,000	Closed	-$25K	–	1085
2022 Q1	$25K	Buy	+4,000	New	+$552K	﹤0.01%	1178

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

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. 1,083 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.
1,083 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.