AWM
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Accredited Wealth Management’s Darden Restaurants DRI Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$14.1K Sell
24
-50
-68% -$10.3K 0.01% 229
2025
Q2 		$16.1K Hold
74
– – 0.01% 214
2025
Q1 		$15.4K Buy
+74
New +$14.3K 0.01% 204

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Wealth Management's DRI Position: Q3 2025 in Review

Accredited Wealth Management reduced its Darden Restaurants (DRI) stake by 68% in Q3 2025, selling an estimated $10.3K and leaving 24 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #229.

Accredited Wealth Management first reported a position in DRI in Q1 2025 and has held it in 3 quarters since. The position peaked at $16.1K in Q2 2025. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Accredited Wealth Management held 24 shares of Darden Restaurants worth $14.1K as of Q3 2025.
  • Accredited Wealth Management sold 50 Darden Restaurants shares in Q3 2025, an estimated $10.3K.
  • Darden Restaurants made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #229 holding.
  • Accredited Wealth Management first reported a position in Darden Restaurants in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Darden Restaurants position peaked at $16.1K in Q2 2025.
  • 982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.