Optima Capital’s Darden Restaurants DRI Stock Holding History

Optima 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 Q1	–	Sell	-3	Closed	-$552	–	466
2025 Q4	$552	Buy	+3	New	+$547	﹤0.01%	1149

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optima Capital's DRI Position: Q1 2026 in Review

Optima Capital sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 3 shares — an estimated $552 sold.

Optima Capital first reported a position in DRI in Q4 2025 and held it in 1 quarter. The position peaked at $552 in Q4 2025. 1,027 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

Optima Capital reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 3 Darden Restaurants shares in Q1 2026, an estimated $552.
Optima Capital first reported a position in Darden Restaurants in Q4 2025 and held it in 1 quarter.
Optima Capital's Darden Restaurants position peaked at $552 in Q4 2025.
1,027 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.