Capstone Investment Advisors
DRI icon

Capstone Investment Advisors’s Darden Restaurants DRI Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-2,360
Closed -$430K – 1713
2025
Q3 		$449K Buy
+2,360
New +$485K ﹤0.01% 1454
2025
Q1 		– Sell
-1,974
Closed -$381K – 1475
2024
Q4 		$369K Buy
1,974
+1,099
+126% +$184K ﹤0.01% 1416
2024
Q3 		$144K Sell
875
-2,807
-76% -$425K ﹤0.01% 1656
2024
Q2 		$557K Buy
3,682
+2,256
+158% +$343K ﹤0.01% 1255
2024
Q1 		$238K Sell
1,426
-16,824
-92% -$2.79M ﹤0.01% 1940
2023
Q4 		$3M Buy
18,250
+14,923
+449% +$2.26M 0.01% 686
2023
Q3 		$476K Buy
+3,327
New +$528K ﹤0.01% 1348
2023
Q2 		– Sell
-3
Closed -$471 – 1854
2023
Q1 		$465 Sell
3
-9,167
-100% -$1.36M ﹤0.01% 1520
2022
Q4 		$1.27M Sell
9,170
-4,361
-32% -$608K 0.01% 858
2022
Q3 		$1.71M Sell
13,531
-2,423
-15% -$303K 0.01% 823
2022
Q2 		$1.8M Buy
15,954
+4,700
+42% +$587K 0.01% 808
2022
Q1 		$1.5M Buy
+11,254
New +$1.55M ﹤0.01% 1182
2020
Q2 		– Sell
-12,129
Closed -$860K – 1325
2020
Q1 		$661K Sell
12,129
-479
-4% -$46.6K 0.01% 824
2019
Q4 		$1.37M Buy
+12,608
New +$1.43M 0.01% 932
2018
Q4 		– Sell
-128
Closed -$13.7K – 1267
2018
Q3 		$14K Buy
+128
New +$14.4K ﹤0.01% 1258
2018
Q1 		– Sell
-2,100
Closed -$201K – 383
2017
Q4 		$201K Buy
+2,100
New +$177K 0.01% 437
2017
Q2 		– Sell
-25,676
Closed -$2.15M – 703
2017
Q1 		$2.15M Buy
25,676
+4,375
+21% +$328K 0.05% 270
2016
Q4 		$1.55M Buy
+21,301
New +$1.48M 0.05% 333
2016
Q2 		– Sell
-5,800
Closed -$384K – 723
2016
Q1 		$384K Sell
5,800
-10,197
-64% -$645K 0.01% 460
2015
Q4 		$1.02M Buy
15,997
+10,739
+204% +$624K 0.03% 239
2015
Q3 		$322K Buy
+5,258
New +$334K 0.01% 329

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 Investment Advisors's DRI Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 2,360 shares — an estimated $430K sold.

Capstone Investment Advisors first reported a position in DRI in Q3 2015 and held it in 21 quarters. The position peaked at $3M in Q4 2023. 997 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,360 Darden Restaurants shares in Q4 2025, an estimated $430K.
  • Capstone Investment Advisors first reported a position in Darden Restaurants in Q3 2015 and held it in 21 quarters.
  • Capstone Investment Advisors's Darden Restaurants position peaked at $3M in Q4 2023.
  • 997 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.