SummitTX Capital’s Darden Restaurants DRI Stock Holding History

SummitTX 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	-17,373	Closed	-$3.2M	–	824
2025 Q4	$3.2M	Buy	+17,373	New	+$3.17M	0.1%	224

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

SummitTX Capital's DRI Position: Q1 2026 in Review

SummitTX Capital sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 17,373 shares — an estimated $3.2M sold.

SummitTX Capital first reported a position in DRI in Q4 2025 and held it in 1 quarter. The position peaked at $3.2M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

SummitTX Capital reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 17,373 Darden Restaurants shares in Q1 2026, an estimated $3.2M.
SummitTX Capital first reported a position in Darden Restaurants in Q4 2025 and held it in 1 quarter.
SummitTX Capital's Darden Restaurants position peaked at $3.2M in Q4 2025.
1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.