Capital Advisors Ltd’s Darden Restaurants DRI Stock Holding History

Capital Advisors Ltd’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	$4K	Hold	18	–	–	﹤0.01%	996
2026 Q1	$4K	Hold	18	–	–	﹤0.01%	989
2025 Q4	$3K	Hold	18	–	–	﹤0.01%	1010
2025 Q3	$3K	Hold	18	–	–	﹤0.01%	997
2025 Q2	$4K	Hold	18	–	–	﹤0.01%	956
2025 Q1	$4K	Hold	18	–	–	﹤0.01%	946
2024 Q4	$3K	Hold	18	–	–	﹤0.01%	1004
2024 Q3	$3K	Buy	18 +10	+125%	+$1.51K	﹤0.01%	990
2024 Q2	$1K	Sell	8 -4	-33%	-$609	﹤0.01%	1161
2024 Q1	$2K	Buy	12 +4	+50%	+$664	﹤0.01%	1025
2023 Q4	$1K	Hold	8	–	–	﹤0.01%	1118
2023 Q3	$1K	Sell	8 -16	-67%	-$2.54K	﹤0.01%	1106
2023 Q2	$4K	Hold	24	–	–	﹤0.01%	876
2023 Q1	$4K	Buy	24 +16	+200%	+$2.37K	﹤0.01%	733
2022 Q4	$1K	Hold	8	–	–	﹤0.01%	977
2022 Q3	$1K	Buy	+8	New	+$1K	﹤0.01%	999
2022 Q1	–	Sell	-4	Closed	-$1K	–	969
2021 Q4	$1K	Buy	+4	New	+$591	﹤0.01%	645

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 $3.37T AUM 44.26% 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

Capital Advisors Ltd's DRI Position: Q2 2026 in Review

Capital Advisors Ltd held its Darden Restaurants (DRI) position steady in Q2 2026 at 18 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Capital Advisors Ltd first reported a position in DRI in Q4 2021 and has held it in 17 quarters since. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Capital Advisors Ltd held 18 shares of Darden Restaurants worth $4K as of Q2 2026.
Capital Advisors Ltd left its Darden Restaurants share count unchanged in Q2 2026.
Darden Restaurants made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #996 holding.
Capital Advisors Ltd first reported a position in Darden Restaurants in Q4 2021 and has held it in 17 quarters since.
1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.