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Belpointe Asset Management’s Darden Restaurants DRI Stock Holding History

Belpointe Asset 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
Q1 		$1.46M Sell
7,427
-1,344
-15% -$276K 0.05% 323
2025
Q4 		$1.61M Buy
8,771
+5,781
+193% +$1.05M 0.06% 275
2025
Q3 		$569K Sell
2,990
-1,217
-29% -$250K 0.02% 593
2025
Q2 		$917K Buy
4,207
+1,685
+67% +$350K 0.04% 385
2025
Q1 		$524K Buy
2,522
+582
+30% +$112K 0.03% 555
2024
Q4 		$307K Sell
1,940
-2,000
-51% -$335K 0.02% 649
2024
Q3 		$647K Buy
3,940
+2,340
+146% +$354K 0.04% 433
2024
Q2 		$242K Buy
1,600
+172
+12% +$26.2K 0.02% 663
2024
Q1 		$239K Sell
1,428
-1,499
-51% -$249K 0.02% 687
2023
Q4 		$481K Buy
+2,927
New +$443K 0.04% 380
2023
Q2 		– Sell
-1,322
Closed -$205K – 1287
2023
Q1 		$205K Sell
1,322
-3,447
-72% -$510K 0.01% 922
2022
Q4 		$660K Buy
4,769
+3,971
+498% +$554K 0.04% 425
2022
Q3 		$101K Buy
+798
New +$99.7K 0.01% 1149
2022
Q2 		– Sell
-2,163
Closed -$287K – 1167
2022
Q1 		$287K Buy
2,163
+113
+6% +$15.6K 0.02% 743
2021
Q4 		$308K Buy
2,050
+5
+0.2% +$739 0.02% 696
2021
Q3 		$309K Hold
2,045
– – 0.02% 669
2021
Q2 		$298K Sell
2,045
-68
-3% -$9.57K 0.02% 667
2021
Q1 		$300K Buy
2,113
+100
+5% +$13.2K 0.03% 602
2020
Q4 		$241K Sell
2,013
-2
-0.1% -$214 0.02% 636
2020
Q3 		$202K Sell
2,015
-195
-9% -$16.2K 0.02% 541
2020
Q2 		$167K Buy
+2,210
New +$157K 0.02% 578
2020
Q1 		– Sell
-2,803
Closed -$305K – 662
2019
Q4 		$305K Buy
+2,803
New +$318K 0.04% 440
2019
Q2 		– Sell
-5,903
Closed -$717K – 621
2019
Q1 		$717K Buy
+5,903
New +$647K 0.14% 122
2018
Q4 		– Sell
-6,537
Closed -$727K – 529
2018
Q3 		$727K Buy
+6,537
New +$736K 0.12% 177

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Belpointe Asset Management's DRI Position: Q1 2026 in Review

Belpointe Asset Management reduced its Darden Restaurants (DRI) stake by 15% in Q1 2026, selling an estimated $276K and leaving 7,427 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #323.

Belpointe Asset Management first reported a position in DRI in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.61M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Belpointe Asset Management held 7,427 shares of Darden Restaurants worth $1.46M as of Q1 2026.
  • Belpointe Asset Management sold 1,344 Darden Restaurants shares in Q1 2026, an estimated $276K.
  • Darden Restaurants made up 0.05% of Belpointe Asset Management's portfolio in Q1 2026, its #323 holding.
  • Belpointe Asset Management first reported a position in Darden Restaurants in Q3 2018 and has held it in 24 quarters since.
  • Belpointe Asset Management's Darden Restaurants position peaked at $1.61M in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.