Beese Fulmer Investment Management’s Darden Restaurants DRI Stock Holding History

Beese Fulmer Investment Management’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	$340K	Sell	1,652 -132	-7%	-$26.4K	0.02%	271
2026 Q1	$350K	Buy	1,784 +153	+9%	+$31.5K	0.02%	274
2025 Q4	$300K	Buy	1,631 +432	+36%	+$78.7K	0.02%	288
2025 Q3	$228K	Sell	1,199 -15	-1%	-$3.08K	0.02%	272
2025 Q2	$265K	Hold	1,214	–	–	0.02%	247
2025 Q1	$252K	Buy	+1,214	New	+$234K	0.02%	212
2020 Q3	–	Sell	-125	Closed	-$9K	–	284
2020 Q2	$9K	Buy	+125	New	+$8.87K	﹤0.01%	481

Other funds holding DRI

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Beese Fulmer Investment Management's DRI Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Darden Restaurants (DRI) stake by 7.4% in Q2 2026, selling an estimated $26.4K and leaving 1,652 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #271.

Beese Fulmer Investment Management first reported a position in DRI in Q2 2020 and has held it in 7 quarters since. The position peaked at $350K in Q1 2026. 391 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Beese Fulmer Investment Management held 1,652 shares of Darden Restaurants worth $340K as of Q2 2026.
Beese Fulmer Investment Management sold 132 Darden Restaurants shares in Q2 2026, an estimated $26.4K.
Darden Restaurants made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #271 holding.
Beese Fulmer Investment Management first reported a position in Darden Restaurants in Q2 2020 and has held it in 7 quarters since.
Beese Fulmer Investment Management's Darden Restaurants position peaked at $350K in Q1 2026.
391 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.