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 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 $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 Pointe Advisors's DRI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Darden Restaurants (DRI) stake by 289% in Q1 2026, buying an estimated $1.96M and bringing the position to 12,850 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #662.

Beacon Pointe Advisors first reported a position in DRI in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.56M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Beacon Pointe Advisors held 12,850 shares of Darden Restaurants worth $2.52M as of Q1 2026.
Beacon Pointe Advisors bought 9,545 Darden Restaurants shares in Q1 2026, an estimated $1.96M.
Darden Restaurants made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #662 holding.
Beacon Pointe Advisors first reported a position in Darden Restaurants in Q3 2020 and has held it in 23 quarters since.
Beacon Pointe Advisors's Darden Restaurants position peaked at $2.56M in Q2 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.