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 Q2	$1.03M	Buy	4,983 +2	+0%	+$401	0.05%	69
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 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

Capstone Financial Advisors's DRI Position: Q2 2026 in Review

Capstone Financial Advisors increased its Darden Restaurants (DRI) stake by 0.04% in Q2 2026, buying an estimated $401 and bringing the position to 4,983 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #69.

Capstone Financial Advisors first reported a position in DRI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.44M in Q2 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Capstone Financial Advisors held 4,983 shares of Darden Restaurants worth $1.03M as of Q2 2026.
Capstone Financial Advisors bought 2 Darden Restaurants shares in Q2 2026, an estimated $401.
Darden Restaurants made up 0.05% of Capstone Financial Advisors's portfolio in Q2 2026, its #69 holding.
Capstone Financial Advisors first reported a position in Darden Restaurants in Q1 2021 and has held it in 22 quarters since.
Capstone Financial Advisors's Darden Restaurants position peaked at $1.44M in Q2 2025.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.