Summit Trail Advisors’s Darden Restaurants DRI Stock Holding History

Summit Trail 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 Q2	$1.79M	Sell	8,712 -668	-7%	-$134K	0.02%	675
2026 Q1	$1.84M	Buy	9,380 +3,045	+48%	+$626K	0.03%	591
2025 Q4	$1.17M	Sell	6,335 -454	-7%	-$82.7K	0.02%	730
2025 Q3	$1.29M	Buy	6,789 +2,805	+70%	+$577K	0.02%	685
2025 Q2	$868K	Buy	+3,984	New	+$827K	0.01%	533
2024 Q4	–	Sell	-1,555	Closed	-$255K	–	494
2024 Q3	$255K	Sell	1,555 -501	-24%	-$75.8K	0.01%	594
2024 Q2	$311K	Buy	2,056 +611	+42%	+$93K	0.01%	483
2024 Q1	$241K	Buy	+1,445	New	+$240K	0.01%	522
2018 Q1	–	Sell	-377	Closed	-$37K	–	765
2017 Q4	$37K	Buy	+377	New	+$31.8K	﹤0.01%	895

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 $3.37T AUM 44.26% 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

Summit Trail Advisors's DRI Position: Q2 2026 in Review

Summit Trail Advisors reduced its Darden Restaurants (DRI) stake by 7.1% in Q2 2026, selling an estimated $134K and leaving 8,712 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #675.

Summit Trail Advisors first reported a position in DRI in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.84M in Q1 2026. 1,079 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Summit Trail Advisors held 8,712 shares of Darden Restaurants worth $1.79M as of Q2 2026.
Summit Trail Advisors sold 668 Darden Restaurants shares in Q2 2026, an estimated $134K.
Darden Restaurants made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #675 holding.
Summit Trail Advisors first reported a position in Darden Restaurants in Q4 2017 and has held it in 9 quarters since.
Summit Trail Advisors's Darden Restaurants position peaked at $1.84M in Q1 2026.
1,079 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.