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Concurrent Investment Advisors, LLC → DRI
Concurrent Investment Advisors, LLC DRI Position History
Darden Restaurants, Inc. • Consumer Cyclical
Quarters held
9
Latest value
$88K
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $625K |
| Q4 2025 | $2.4M |
| Q4 2025 | $104K |
| Q1 2026 | $217K |
| Q1 2026 | $2.8M |
| Q2 2026 | $5.4M |
| Q2 2026 | $2.8M |
| Q3 2026 | $5.2M |
| Q3 2026 | $88K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $88K | 457 | — | — |
| Q3 2026 | $5.2M | 26.8K | — | — |
| Q2 2026 | $2.8M | 13.7K | — | — |
| Q2 2026 | $5.4M | 26.2K | — | — |
| Q1 2026 | $2.8M | 14.0K | — | — |
| Q1 2026 | $217K | 1.1K | — | — |
| Q4 2025 | $104K | 567 | — | — |
| Q4 2025 | $2.4M | 13.0K | — | — |
| Q3 2025 | $625K | 3.3K | — | — |