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Concurrent Investment Advisors’s Darden Restaurants DRI Stock Holding History

Concurrent 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
2026
Q1 		$2.97M Buy
15,155
+1,557
+11% +$320K 0.03% 487
2025
Q4 		$2.5M Buy
13,598
+10,313
+314% +$1.88M 0.03% 509
2025
Q3 		$625K Buy
3,285
+55
+2% +$11.3K 0.01% 823
2025
Q2 		$704K Buy
3,230
+103
+3% +$21.4K 0.01% 724
2025
Q1 		$650K Sell
3,127
-721
-19% -$139K 0.02% 667
2024
Q4 		$718K Buy
3,848
+1,270
+49% +$213K 0.02% 575
2024
Q3 		$423K Sell
2,578
-455
-15% -$68.9K 0.01% 674
2024
Q2 		$459K Buy
3,033
+491
+19% +$74.7K 0.02% 613
2024
Q1 		$425K Buy
2,542
+332
+15% +$55.1K 0.02% 588
2023
Q4 		$363K Buy
+2,210
New +$335K 0.02% 584

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

Concurrent Investment Advisors's DRI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Darden Restaurants (DRI) stake by 11% in Q1 2026, buying an estimated $320K and bringing the position to 15,155 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #487.

Concurrent Investment Advisors first reported a position in DRI in Q4 2023 and has held it in 10 quarters since. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Concurrent Investment Advisors held 15,155 shares of Darden Restaurants worth $2.97M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,557 Darden Restaurants shares in Q1 2026, an estimated $320K.
  • Darden Restaurants made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #487 holding.
  • Concurrent Investment Advisors first reported a position in Darden Restaurants in Q4 2023 and has held it in 10 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.