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Advisory Alpha’s Darden Restaurants DRI Stock Holding History

Advisory Alpha’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 		– Sell
-1,267
Closed -$276K – 524
2025
Q2 		$276K Buy
1,267
+11
+0.9% +$2.28K 0.01% 388
2025
Q1 		$261K Buy
1,256
+101
+9% +$19.5K 0.01% 376
2024
Q4 		$216K Buy
+1,155
New +$194K 0.01% 408
2020
Q4 		– Sell
-150
Closed -$15K – 234
2020
Q3 		$15K Buy
+150
New +$12.5K ﹤0.01% 364
2020
Q2 		– Sell
-150
Closed -$10K – 210
2020
Q1 		$10K Hold
150
– – ﹤0.01% 406
2019
Q4 		$17K Sell
150
-9
-6% -$1.02K ﹤0.01% 425
2019
Q3 		$17.9K Buy
+159
New +$19.4K 0.01% 382
2019
Q2 		– Sell
-153
Closed -$18.4K – 241
2019
Q1 		$18.4K Buy
+153
New +$16.8K 0.01% 343

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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return