BEACON INVESTMENT ADVISORY SERVICES, INC. DRI — DARDEN RESTAURANTS INC

Ownership history in BEACON INVESTMENT ADVISORY SERVICES, INC.  ·  37 quarters on record

AI Ownership Summary

BEACON INVESTMENT ADVISORY SERVICES, INC. reported DARDEN RESTAURANTS INC (DRI) in 37 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2025 Q2. The latest visible filing shows DRI at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEACON INVESTMENT ADVISORY SERVICES, INC.'s position in DARDEN RESTAURANTS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DRI was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DRI stock page BEACON INVESTMENT ADVISORY SERVICES, INC. fund profile BEACON INVESTMENT ADVISORY SERVICES, INC. full holdings
How BEACON INVESTMENT ADVISORY SERVICES, INC. held DRI — position size vs. price
% of Fund (quarterly)    DRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 42,886 -481 -1.1% 0.35% $8.4M 2026-04-14 $197.98
2025 Q4 REDUCED 19.1% +7.3% ❌ 43,367 -10,270 -19.1% 0.33% $8.0M 2026-01-14 $206.28
2025 Q3 ADDED — — — 53,637 +1,963 +3.8% 0.43% $10.2M 2025-10-16 $184.64
2025 Q2 ADDED — — — 51,674 +2,978 +6.1% 0.50% $11.3M 2025-07-15 $201.98
2025 Q1 ADDED — — — 48,696 +4,346 +9.8% 0.47% $10.1M 2025-05-06 $192.61
2024 Q4 ADDED — — — 44,350 +2,432 +5.8% 0.36% $8.3M 2025-01-17 $175.10
2024 Q3 REDUCED — — — 41,918 -84 -0.2% 0.29% $6.9M 2024-11-14 $161.28
2024 Q2 REDUCED — — — 42,002 -449 -1.1% 0.27% $6.4M 2024-08-14 $133.44
2024 Q1 ADDED — — — 42,451 +1,048 +2.5% 0.31% $7.1M 2024-05-09 $137.83
2023 Q4 REDUCED — — — 41,403 -41 -0.1% 0.31% $6.8M 2024-02-12 $153.84
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DRI

As of 2026 Q1 — sorted by position size

Clear Trail Advisors, LLC 5.24% Hamlin Capital Management, LLC 3Y 7Y 4.03% WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3Y 7Y 3.24% WESTPORT ASSET MANAGEMENT INC 3Y 7Y 3.03% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.82% Running Oak Capital LLC 3Y 1.86% Applied Finance Capital Management, LLC 3Y 1.64% Decatur Capital Management, Inc. 3Y 7Y 1.52% Covington Investment Advisors Inc. 3Y 7Y 1.45% Willis Investment Counsel 3Y 7Y 1.31%

FAQ About BEACON INVESTMENT ADVISORY SERVICES, INC. and DRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BEACON INVESTMENT ADVISORY SERVICES, INC. reported owning DRI?

BEACON INVESTMENT ADVISORY SERVICES, INC. reported DRI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DRI position in BEACON INVESTMENT ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for DRI was 0.50% in 2025 Q2.

What is the latest reported DRI position on this page?

The most recent filing on this page is 2026 Q1, when BEACON INVESTMENT ADVISORY SERVICES, INC. reported 42,886 shares, equal to 0.35% of portfolio, with an estimated market value of $8.4M.

What does the chart on this DRI ownership page compare?

The chart compares BEACON INVESTMENT ADVISORY SERVICES, INC.'s quarterly DRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BEACON INVESTMENT ADVISORY SERVICES, INC. time their DRI position?

Based on 13F filing dates vs. subsequent DRI price moves, BEACON INVESTMENT ADVISORY SERVICES, INC. correctly timed 18 out of 36 reported position changes (50%). The annualised alpha on DRI relative to SPY over the holding period was -1.6%.

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