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 Q2	$42K	Buy	+204	New	+$40.9K	0.01%	543
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 $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 $3.38T AUM 44.17% 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

Cape Investment Advisory's DRI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Darden Restaurants (DRI) in Q2 2026: 204 shares worth $42K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DRI as recently as Q4 2025.

Cape Investment Advisory first reported a position in DRI in Q1 2023 and has held it in 12 quarters since. The position peaked at $56K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Cape Investment Advisory held 204 shares of Darden Restaurants worth $42K as of Q2 2026.
Darden Restaurants was a new Cape Investment Advisory position in Q2 2026.
Darden Restaurants made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #543 holding.
Cape Investment Advisory first reported a position in Darden Restaurants in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Darden Restaurants position peaked at $56K in Q4 2024.
1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.