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Advisor Resource Council’s Darden Restaurants DRI Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-1,593
Closed -$331K – 288
2025
Q1 		$331K Buy
+1,593
New +$307K 0.03% 444
2024
Q1 		– Sell
-1,267
Closed -$208K – 309
2023
Q4 		$208K Buy
+1,267
New +$192K 0.02% 446

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Resource Council's DRI Position: Q2 2025 in Review

Advisor Resource Council sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 1,593 shares — an estimated $331K sold.

Advisor Resource Council first reported a position in DRI in Q4 2023 and held it in 2 quarters. The position peaked at $331K in Q1 2025. 1,058 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Advisor Resource Council reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 1,593 Darden Restaurants shares in Q2 2025, an estimated $331K.
  • Advisor Resource Council first reported a position in Darden Restaurants in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Darden Restaurants position peaked at $331K in Q1 2025.
  • 1,058 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.