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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
Q2 		$655K Buy
+3,180
New +$637K 0.02% 544
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
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

SummitTX Capital's DRI Position: Q2 2026 in Review

SummitTX Capital opened a new position in Darden Restaurants (DRI) in Q2 2026: 3,180 shares worth $655K. The stake represents 0.02% of the portfolio and ranks #544 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in DRI as recently as Q4 2025.

SummitTX Capital first reported a position in DRI in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.2M in Q4 2025. 1,083 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • SummitTX Capital held 3,180 shares of Darden Restaurants worth $655K as of Q2 2026.
  • Darden Restaurants was a new SummitTX Capital position in Q2 2026.
  • Darden Restaurants made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #544 holding.
  • SummitTX Capital first reported a position in Darden Restaurants in Q4 2025 and has held it in 2 quarters since.
  • SummitTX Capital's Darden Restaurants position peaked at $3.2M in Q4 2025.
  • 1,083 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.