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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
Q2 		$8.22M Buy
39,883
+24,728
+163% +$4.95M 0.07% 310
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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concurrent Investment Advisors's DRI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Darden Restaurants (DRI) stake by 163% in Q2 2026, buying an estimated $4.95M and bringing the position to 39,883 shares worth $8.22M. The position accounts for 0.07% of the portfolio, ranked #310.

Concurrent Investment Advisors first reported a position in DRI in Q4 2023 and has held it in 11 quarters since. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Concurrent Investment Advisors held 39,883 shares of Darden Restaurants worth $8.22M as of Q2 2026.
  • Concurrent Investment Advisors bought 24,728 Darden Restaurants shares in Q2 2026, an estimated $4.95M.
  • Darden Restaurants made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #310 holding.
  • Concurrent Investment Advisors first reported a position in Darden Restaurants in Q4 2023 and has held it in 11 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.