Money Concepts Capital’s Darden Restaurants DRI Stock Holding History

Money Concepts 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	$227K	Buy	+1,101	New	+$221K	0.01%	580
2023 Q1	–	Sell	-841	Closed	-$116K	–	1094
2022 Q4	$116K	Buy	841 +207	+33%	+$28.9K	0.01%	906
2022 Q3	$80K	Sell	634 -1	-0.2%	-$125	﹤0.01%	616
2022 Q2	$73K	Sell	635 -1,868	-75%	-$233K	0.01%	633
2022 Q1	$333K	Buy	+2,503	New	+$346K	0.02%	555
2021 Q1	$383K	Buy	2,697 +691	+34%	+$90.9K	0.03%	360
2020 Q4	$239K	Buy	+2,006	New	+$215K	0.02%	389

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 $3.38T AUM 44.17% 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

Money Concepts Capital's DRI Position: Q2 2026 in Review

Money Concepts Capital opened a new position in Darden Restaurants (DRI) in Q2 2026: 1,101 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in DRI as recently as Q4 2022.

Money Concepts Capital first reported a position in DRI in Q4 2020 and has held it in 7 quarters since. The position peaked at $383K in Q1 2021. 1,086 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Money Concepts Capital held 1,101 shares of Darden Restaurants worth $227K as of Q2 2026.
Darden Restaurants was a new Money Concepts Capital position in Q2 2026.
Darden Restaurants made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #580 holding.
Money Concepts Capital first reported a position in Darden Restaurants in Q4 2020 and has held it in 7 quarters since.
Money Concepts Capital's Darden Restaurants position peaked at $383K in Q1 2021.
1,086 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.