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Capstone Financial Advisors’s Darden Restaurants DRI Stock Holding History

Capstone Financial Advisors’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 		$977K Sell
4,981
-598
-11% -$123K 0.05% 64
2025
Q4 		$1.03M Sell
5,579
-1,047
-16% -$191K 0.05% 60
2025
Q3 		$1.26M Buy
6,626
+2
+0% +$411 0.07% 57
2025
Q2 		$1.44M Buy
6,624
+2
+0% +$415 0.08% 53
2025
Q1 		$1.38M Buy
6,622
+2
+0% +$386 0.09% 53
2024
Q4 		$1.24M Hold
6,620
– – 0.08% 55
2024
Q3 		$1.09M Buy
6,620
+3
+0% +$454 0.07% 58
2024
Q2 		$1M Hold
6,617
– – 0.07% 57
2024
Q1 		$1.11M Sell
6,617
-450
-6% -$74.7K 0.07% 53
2023
Q4 		$1.16M Sell
7,067
-95
-1% -$14.4K 0.08% 49
2023
Q3 		$1.03M Buy
7,162
+292
+4% +$46.3K 0.08% 49
2023
Q2 		$1.15M Hold
6,870
– – 0.09% 49
2023
Q1 		$1.07M Hold
6,870
– – 0.08% 48
2022
Q4 		$950K Hold
6,870
– – 0.08% 48
2022
Q3 		$868K Hold
6,870
– – 0.08% 49
2022
Q2 		$777K Hold
6,870
– – 0.07% 57
2022
Q1 		$913K Hold
6,870
– – 0.07% 54
2021
Q4 		$1.03M Hold
6,870
– – 0.07% 48
2021
Q3 		$1.04M Hold
6,870
– – 0.08% 41
2021
Q2 		$1M Hold
6,870
– – 0.08% 41
2021
Q1 		$976K Buy
+6,870
New +$904K 0.09% 37

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

Capstone Financial Advisors's DRI Position: Q1 2026 in Review

Capstone Financial Advisors reduced its Darden Restaurants (DRI) stake by 11% in Q1 2026, selling an estimated $123K and leaving 4,981 shares worth $977K. The position accounts for 0.05% of the portfolio, ranked #64.

Capstone Financial Advisors first reported a position in DRI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.44M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Capstone Financial Advisors held 4,981 shares of Darden Restaurants worth $977K as of Q1 2026.
  • Capstone Financial Advisors sold 598 Darden Restaurants shares in Q1 2026, an estimated $123K.
  • Darden Restaurants made up 0.05% of Capstone Financial Advisors's portfolio in Q1 2026, its #64 holding.
  • Capstone Financial Advisors first reported a position in Darden Restaurants in Q1 2021 and has held it in 21 quarters since.
  • Capstone Financial Advisors's Darden Restaurants position peaked at $1.44M in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.