Excalibur Management’s Darden Restaurants DRI Stock Holding History

Excalibur Management’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	$445K	Sell	2,161 -1	-0%	-$200	0.15%	116
2026 Q1	$424K	Hold	2,162	–	–	0.15%	114
2025 Q4	$398K	Hold	2,162	–	–	0.14%	115
2025 Q3	$411K	Sell	2,162 -33	-2%	-$6.78K	0.15%	117
2025 Q2	$478K	Hold	2,195	–	–	0.18%	103
2025 Q1	$456K	Hold	2,195	–	–	0.18%	105
2024 Q4	$410K	Hold	2,195	–	–	0.16%	112
2024 Q3	$360K	Sell	2,195 -25	-1%	-$3.78K	0.14%	129
2024 Q2	$336K	Hold	2,220	–	–	0.14%	123
2024 Q1	$371K	Buy	2,220 +41	+2%	+$6.8K	0.16%	112
2023 Q4	$358K	Sell	2,179 -126	-5%	-$19.1K	0.17%	112
2023 Q3	$330K	Hold	2,305	–	–	0.17%	113
2023 Q2	$385K	Hold	2,305	–	–	0.2%	101
2023 Q1	$358K	Hold	2,305	–	–	0.19%	108
2022 Q4	$319K	Hold	2,305	–	–	0.17%	115
2022 Q3	$291K	Hold	2,305	–	–	0.16%	116
2022 Q2	$261K	Hold	2,305	–	–	0.14%	124
2022 Q1	$306K	Hold	2,305	–	–	0.13%	127
2021 Q4	$347K	Hold	2,305	–	–	0.14%	122
2021 Q3	$349K	Hold	2,305	–	–	0.15%	122
2021 Q2	$337K	Hold	2,305	–	–	0.15%	119
2021 Q1	$327K	Hold	2,305	–	–	0.16%	116
2020 Q4	$275K	Hold	2,305	–	–	0.15%	117
2020 Q3	$232K	Buy	+2,305	New	+$192K	0.14%	113
2020 Q1	–	Sell	-3,525	Closed	-$384K	–	134
2019 Q4	$384K	Buy	+3,525	New	+$400K	0.25%	71

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

Excalibur Management's DRI Position: Q2 2026 in Review

Excalibur Management reduced its Darden Restaurants (DRI) stake by 0.05% in Q2 2026, selling an estimated $200 and leaving 2,161 shares worth $445K. The position accounts for 0.15% of the portfolio, ranked #116.

Excalibur Management first reported a position in DRI in Q4 2019 and has held it in 25 quarters since. The position peaked at $478K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Excalibur Management held 2,161 shares of Darden Restaurants worth $445K as of Q2 2026.
Excalibur Management sold 1 Darden Restaurants share in Q2 2026, an estimated $200.
Darden Restaurants made up 0.15% of Excalibur Management's portfolio in Q2 2026, its #116 holding.
Excalibur Management first reported a position in Darden Restaurants in Q4 2019 and has held it in 25 quarters since.
Excalibur Management's Darden Restaurants position peaked at $478K in Q2 2025.
1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.