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Running Oak Capital’s Darden Restaurants DRI Stock Holding History

Running Oak 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 		$11.3M Sell
54,634
-15,489
-22% -$3.1M 1.92% 14
2026
Q1 		$13.7M Sell
70,123
-11,009
-14% -$2.26M 1.86% 24
2025
Q4 		$14.9M Buy
81,132
+1,669
+2% +$304K 1.87% 26
2025
Q3 		$15.1M Buy
79,463
+1,645
+2% +$338K 1.7% 44
2025
Q2 		$17M Sell
77,818
-3,387
-4% -$703K 1.89% 19
2025
Q1 		$16.9M Sell
81,205
-1,996
-2% -$385K 2.03% 2
2024
Q4 		$15.5M Buy
83,201
+5,878
+8% +$986K 2.03% 5
2024
Q3 		$12.7M Buy
77,323
+3,944
+5% +$597K 1.72% 37
2024
Q2 		$11.1M Buy
73,379
+10,520
+17% +$1.6M 1.72% 40
2024
Q1 		$10.5M Buy
62,859
+7,099
+13% +$1.18M 1.69% 41
2023
Q4 		$9.16M Buy
55,760
+7,785
+16% +$1.18M 1.8% 23
2023
Q3 		$6.87M Sell
47,975
-253
-0.5% -$40.1K 1.76% 34
2023
Q2 		$8.06M Buy
48,228
+3,591
+8% +$564K 1.97% 8
2023
Q1 		$6.93M Sell
44,637
-299
-0.7% -$44.2K 1.97% 13
2022
Q4 		$6.22M Buy
44,936
+1,076
+2% +$150K 1.83% 28
2022
Q3 		$5.54M Buy
+43,860
New +$5.48M 1.91% 18
2020
Q1 		– Sell
-39,437
Closed -$4.3M – 64
2019
Q4 		$4.3M Buy
+39,437
New +$4.48M 1.47% 51

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 $3.37T AUM 44.26% 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

Running Oak Capital's DRI Position: Q2 2026 in Review

Running Oak Capital reduced its Darden Restaurants (DRI) stake by 22% in Q2 2026, selling an estimated $3.1M and leaving 54,634 shares worth $11.3M. The position accounts for 1.92% of the portfolio, ranked #14.

Running Oak Capital first reported a position in DRI in Q4 2019 and has held it in 17 quarters since. The position peaked at $17M in Q2 2025. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Running Oak Capital held 54,634 shares of Darden Restaurants worth $11.3M as of Q2 2026.
  • Running Oak Capital sold 15,489 Darden Restaurants shares in Q2 2026, an estimated $3.1M.
  • Darden Restaurants made up 1.92% of Running Oak Capital's portfolio in Q2 2026, its #14 holding.
  • Running Oak Capital first reported a position in Darden Restaurants in Q4 2019 and has held it in 17 quarters since.
  • Running Oak Capital's Darden Restaurants position peaked at $17M in Q2 2025.
  • 1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Running Oak Capital's 13F filing for Q2 2026, filed 30 Jul 2026.