Cape Investment Advisory’s Darden Restaurants DRI Stock Holding History

Cape Investment Advisory’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	–	Sell	-200	Closed	-$37.7K	–	455
2025 Q4	$37.7K	Buy	+200	New	+$36.5K	0.01%	482
2025 Q3	–	Sell	-200	Closed	-$43.6K	–	928
2025 Q2	$43.6K	Hold	200	–	–	0.02%	390
2025 Q1	$41.6K	Sell	200 -100	-33%	-$19.3K	0.02%	363
2024 Q4	$56K	Hold	300	–	–	0.02%	319
2024 Q3	$49.2K	Hold	300	–	–	0.02%	322
2024 Q2	$45.4K	Hold	300	–	–	0.02%	307
2024 Q1	$50.1K	Sell	300 -19	-6%	-$3.15K	0.02%	308
2023 Q4	$52.4K	Buy	319 +19	+6%	+$2.88K	0.03%	341
2023 Q3	$43K	Hold	300	–	–	0.02%	314
2023 Q2	$50.1K	Hold	300	–	–	0.03%	285
2023 Q1	$46.5K	Buy	+300	New	+$44.4K	0.03%	274

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

Cape Investment Advisory's DRI Position: Q1 2026 in Review

Cape Investment Advisory sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 200 shares — an estimated $37.7K sold.

Cape Investment Advisory first reported a position in DRI in Q1 2023 and held it in 11 quarters. The position peaked at $56K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Cape Investment Advisory reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 200 Darden Restaurants shares in Q1 2026, an estimated $37.7K.
Cape Investment Advisory first reported a position in Darden Restaurants in Q1 2023 and held it in 11 quarters.
Cape Investment Advisory's Darden Restaurants position peaked at $56K in Q4 2024.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.