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Fortis Capital Advisors’s Darden Restaurants DRI Stock Holding History

Fortis Capital 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 		– Sell
-4,128
Closed -$809K – 426
2026
Q1 		$809K Sell
4,128
-1,345
-25% -$277K 0.11% 167
2025
Q4 		$1.01M Buy
+5,473
New +$997K 0.15% 121
2023
Q1 		– Sell
-353
Closed -$48.8K – 690
2022
Q4 		$48.8K Buy
+353
New +$49.2K 0.03% 298

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

Fortis Capital Advisors's DRI Position: Q2 2026 in Review

Fortis Capital Advisors sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 4,128 shares — an estimated $809K sold.

Fortis Capital Advisors first reported a position in DRI in Q4 2022 and held it in 3 quarters. The position peaked at $1.01M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Fortis Capital Advisors reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 4,128 Darden Restaurants shares in Q2 2026, an estimated $809K.
  • Fortis Capital Advisors first reported a position in Darden Restaurants in Q4 2022 and held it in 3 quarters.
  • Fortis Capital Advisors's Darden Restaurants position peaked at $1.01M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.