FC
DRI icon

Fulcrum Capital’s Darden Restaurants DRI Stock Holding History

Fulcrum Capital’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 		$293K Sell
1,420
-376
-21% -$75.3K 0.06% 86
2026
Q1 		$352K Hold
1,796
– – 0.08% 79
2025
Q4 		$331K Hold
1,796
– – 0.07% 81
2025
Q3 		$342K Buy
1,796
+7
+0.4% +$1.44K 0.07% 77
2025
Q2 		$390K Hold
1,789
– – 0.08% 73
2025
Q1 		$372K Buy
1,789
+314
+21% +$60.6K 0.08% 75
2024
Q4 		$275K Hold
1,475
– – 0.06% 102
2024
Q3 		$242K Hold
1,475
– – 0.05% 104
2024
Q2 		$223K Hold
1,475
– – 0.05% 103
2024
Q1 		$247K Buy
+1,475
New +$245K 0.06% 103

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

Fulcrum Capital's DRI Position: Q2 2026 in Review

Fulcrum Capital reduced its Darden Restaurants (DRI) stake by 21% in Q2 2026, selling an estimated $75.3K and leaving 1,420 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #86.

Fulcrum Capital first reported a position in DRI in Q1 2024 and has held it in 10 quarters since. The position peaked at $390K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Fulcrum Capital held 1,420 shares of Darden Restaurants worth $293K as of Q2 2026.
  • Fulcrum Capital sold 376 Darden Restaurants shares in Q2 2026, an estimated $75.3K.
  • Darden Restaurants made up 0.06% of Fulcrum Capital's portfolio in Q2 2026, its #86 holding.
  • Fulcrum Capital first reported a position in Darden Restaurants in Q1 2024 and has held it in 10 quarters since.
  • Fulcrum Capital's Darden Restaurants position peaked at $390K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.