Coppell Advisory Solutions LLC DRI DARDEN RESTAURANTS INC COM

Ownership history in Coppell Advisory Solutions LLC  ·  10 quarters on record

AI Ownership Summary

Coppell Advisory Solutions LLC reported DARDEN RESTAURANTS INC COM (DRI) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.75% in 2025 Q2. The latest visible filing shows DRI at 0.03% 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 Coppell Advisory Solutions LLC's position in DARDEN RESTAURANTS INC COM, 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
2025 Q4

DRI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% 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 2025 Q4

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.

How Coppell Advisory Solutions LLC 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 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 93.2% +7.3% 1,706 -23,433 -93.2% 0.03% $316K 2026-02-14 (Est.) $209.88
2025 Q3 ADDED 25,139 +5,544 +28.3% 0.51% $4.9M 2025-11-14 $171.22
2025 Q2 ADDED 19,595 +19,458 +14202.9% 0.75% $4.2M 2025-08-14 $201.34
2024 Q4 UNCHANGED 137 0% 0.00% $26K 2025-02-14 $184.19
2024 Q3 UNCHANGED 137 0% 0.00% $23K 2024-11-14 $161.28
2024 Q2 ADDED 137 +35 +34.3% 0.00% $21K 2024-08-15 $136.69
2023 Q4 ADDED 102 +51 +100.0% 0.00% $17K 2024-02-14 $149.93
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coppell Advisory Solutions LLC and DRI

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

How long has Coppell Advisory Solutions LLC reported owning DRI?

Coppell Advisory Solutions LLC reported DRI across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DRI position in Coppell Advisory Solutions LLC's portfolio?

The largest reported portfolio weight for DRI was 0.75% in 2025 Q2.

What is the latest reported DRI position on this page?

The most recent filing on this page is 2025 Q4, when Coppell Advisory Solutions LLC reported 1,706 shares, equal to 0.03% of portfolio, with an estimated market value of $316K.

What does the chart on this DRI ownership page compare?

The chart compares Coppell Advisory Solutions LLC'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 Coppell Advisory Solutions LLC time their DRI position?

Based on 13F filing dates vs. subsequent DRI price moves, Coppell Advisory Solutions LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on DRI relative to SPY over the holding period was -5.8%.

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