FCA
DRI icon

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
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 $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

Fortis Capital Advisors's DRI Position: Q1 2026 in Review

Fortis Capital Advisors reduced its Darden Restaurants (DRI) stake by 25% in Q1 2026, selling an estimated $277K and leaving 4,128 shares worth $809K. The position accounts for 0.11% of the portfolio, ranked #167.

Fortis Capital Advisors first reported a position in DRI in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Fortis Capital Advisors held 4,128 shares of Darden Restaurants worth $809K as of Q1 2026.
  • Fortis Capital Advisors sold 1,345 Darden Restaurants shares in Q1 2026, an estimated $277K.
  • Darden Restaurants made up 0.11% of Fortis Capital Advisors's portfolio in Q1 2026, its #167 holding.
  • Fortis Capital Advisors first reported a position in Darden Restaurants in Q4 2022 and has held it in 3 quarters since.
  • Fortis Capital Advisors's Darden Restaurants position peaked at $1.01M in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.