United Capital Financial Advisors’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.28M | Sell |
15,921
-84
| -0.5% | -$16.8K | 0.02% | 468 |
|
|
2026
Q1 | $3.14M | Sell |
16,005
-2,615
| -14% | -$538K | 0.02% | 461 |
|
|
2025
Q4 | $3.43M | Buy |
18,620
+10,668
| +134% | +$1.94M | 0.02% | 414 |
|
|
2025
Q3 | $1.51M | Buy |
7,952
+3,420
| +75% | +$703K | 0.01% | 530 |
|
|
2025
Q2 | $988K | Buy |
4,532
+143
| +3% | +$29.7K | 0.01% | 597 |
|
|
2025
Q1 | $912K | Buy |
4,389
+110
| +3% | +$21.2K | 0.01% | 587 |
|
|
2024
Q4 | $799K | Buy |
4,279
+108
| +3% | +$18.1K | 0.01% | 606 |
|
|
2024
Q3 | $685K | Sell |
4,171
-73
| -2% | -$11.1K | 0.01% | 644 |
|
|
2024
Q2 | $642K | Sell |
4,244
-31
| -0.7% | -$4.72K | 0.01% | 642 |
|
|
2024
Q1 | $715K | Sell |
4,275
-181
| -4% | -$30K | 0.01% | 644 |
|
|
2023
Q4 | $732K | Buy |
4,456
+1,381
| +45% | +$209K | 0.01% | 633 |
|
|
2023
Q3 | $440K | Sell |
3,075
-1,671
| -35% | -$265K | ﹤0.01% | 661 |
|
|
2023
Q2 | $793K | Sell |
4,746
-404
| -8% | -$63.5K | ﹤0.01% | 597 |
|
|
2023
Q1 | $799K | Sell |
5,150
-162
| -3% | -$24K | ﹤0.01% | 636 |
|
|
2022
Q4 | $735K | Buy |
5,312
+164
| +3% | +$22.9K | ﹤0.01% | 688 |
|
|
2022
Q3 | $650K | Sell |
5,148
-254
| -5% | -$31.7K | ﹤0.01% | 702 |
|
|
2022
Q2 | $611K | Sell |
5,402
-1,011
| -16% | -$126K | ﹤0.01% | 749 |
|
|
2022
Q1 | $853K | Buy |
6,413
+1,055
| +20% | +$146K | ﹤0.01% | 704 |
|
|
2021
Q4 | $807K | Buy |
5,358
+21
| +0.4% | +$3.1K | ﹤0.01% | 733 |
|
|
2021
Q3 | $808K | Sell |
5,337
-130
| -2% | -$19.1K | ﹤0.01% | 732 |
|
|
2021
Q2 | $798K | Buy |
5,467
+73
| +1% | +$10.3K | ﹤0.01% | 753 |
|
|
2021
Q1 | $766K | Sell |
5,394
-1,629
| -23% | -$214K | ﹤0.01% | 740 |
|
|
2020
Q4 | $837K | Sell |
7,023
-400
| -5% | -$42.8K | 0.01% | 724 |
|
|
2020
Q3 | $748K | Sell |
7,423
-94
| -1% | -$7.81K | ﹤0.01% | 735 |
|
|
2020
Q2 | $570K | Buy |
7,517
+141
| +2% | +$10K | ﹤0.01% | 824 |
|
|
2020
Q1 | $402K | Sell |
7,376
-3,123
| -30% | -$304K | ﹤0.01% | 892 |
|
|
2019
Q4 | $1.15M | Buy |
10,499
+4,740
| +82% | +$538K | 0.01% | 726 |
|
|
2019
Q3 | $681K | Sell |
5,759
-3,405
| -37% | -$415K | ﹤0.01% | 854 |
|
|
2019
Q2 | $1.12M | Buy |
9,164
+118
| +1% | +$14K | 0.01% | 777 |
|
|
2019
Q1 | $1.1M | Sell |
9,046
-656
| -7% | -$71.9K | 0.01% | 759 |
|
|
2018
Q4 | $969K | Buy |
9,702
+166
| +2% | +$17.8K | 0.01% | 725 |
|
|
2018
Q3 | $1.06M | Sell |
9,536
-34,625
| -78% | -$3.9M | 0.01% | 764 |
|
|
2018
Q2 | $4.73M | Buy |
44,161
+34,976
| +381% | +$3.2M | 0.04% | 426 |
|
|
2018
Q1 | $783K | Sell |
9,185
-159
| -2% | -$15.1K | 0.01% | 830 |
|
|
2017
Q4 | $911K | Sell |
9,344
-1,464
| -14% | -$124K | 0.01% | 805 |
|
|
2017
Q3 | $851K | Sell |
10,808
-1,015
| -9% | -$85.5K | 0.01% | 817 |
|
|
2017
Q2 | $1.07M | Buy |
11,823
+1,607
| +16% | +$140K | 0.01% | 746 |
|
|
2017
Q1 | $855K | Sell |
10,216
-75
| -0.7% | -$5.62K | 0.01% | 785 |
|
|
2016
Q4 | $748K | Sell |
10,291
-1,121
| -10% | -$77.9K | 0.01% | 822 |
|
|
2016
Q3 | $700K | Sell |
11,412
-21,833
| -66% | -$1.35M | 0.01% | 873 |
|
|
2016
Q2 | $2.09M | Buy |
33,245
+25,427
| +325% | +$1.66M | 0.02% | 540 |
|
|
2016
Q1 | $518K | Buy |
7,818
+2,267
| +41% | +$143K | 0.01% | 866 |
|
|
2015
Q4 | $353K | Sell |
5,551
-101
| -2% | -$5.87K | ﹤0.01% | 973 |
|
|
2015
Q3 | $346K | Sell |
5,652
-515
| -8% | -$32.7K | ﹤0.01% | 1017 |
|
|
2015
Q2 | $392K | Buy |
+6,167
| New | +$365K | ﹤0.01% | 1002 |
|
|
2014
Q1 | – | Sell |
-4,891
| Closed | -$238K | – | 929 |
|
|
2013
Q4 | $238K | Buy |
+4,891
| New | +$226K | 0.01% | 573 |
|
|
2013
Q3 | – | Sell |
-5,620
| Closed | -$254K | – | 691 |
|
|
2013
Q2 | $254K | Buy |
+5,620
| New | +$260K | 0.01% | 626 |
|
Other funds holding DRI
United Capital Financial Advisors's DRI Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Darden Restaurants (DRI) stake by 0.52% in Q2 2026, selling an estimated $16.8K and leaving 15,921 shares worth $3.28M. The position accounts for 0.02% of the portfolio, ranked #468.
United Capital Financial Advisors first reported a position in DRI in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.73M in Q2 2018. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.
- United Capital Financial Advisors held 15,921 shares of Darden Restaurants worth $3.28M as of Q2 2026.
- United Capital Financial Advisors sold 84 Darden Restaurants shares in Q2 2026, an estimated $16.8K.
- Darden Restaurants made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #468 holding.
- United Capital Financial Advisors first reported a position in Darden Restaurants in Q2 2013 and has held it in 47 quarters since.
- United Capital Financial Advisors's Darden Restaurants position peaked at $4.73M in Q2 2018.
- 1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.