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AlTi Global’s Darden Restaurants DRI Stock Holding History

AlTi Global’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
-3,169
Closed -$688K – 437
2025
Q2 		$688K Sell
3,169
-1,636
-34% -$340K 0.02% 272
2025
Q1 		$998K Buy
4,805
+5
+0.1% +$965 0.03% 203
2024
Q4 		$879K Buy
4,800
+2
+0% +$335 0.02% 231
2024
Q3 		$787K Buy
4,798
+23
+0.5% +$3.48K 0.02% 233
2024
Q2 		$723K Sell
4,775
-576
-11% -$87.7K 0.02% 229
2024
Q1 		$894K Sell
5,351
-26
-0.5% -$4.32K 0.02% 209
2023
Q4 		$883K Buy
+5,377
New +$814K 0.03% 192

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global's DRI Position: Q3 2025 in Review

AlTi Global sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 3,169 shares — an estimated $688K sold.

AlTi Global first reported a position in DRI in Q4 2023 and held it in 7 quarters. The position peaked at $998K in Q1 2025. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • AlTi Global reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • AlTi Global sold 3,169 Darden Restaurants shares in Q3 2025, an estimated $688K.
  • AlTi Global first reported a position in Darden Restaurants in Q4 2023 and held it in 7 quarters.
  • AlTi Global's Darden Restaurants position peaked at $998K in Q1 2025.
  • 986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on AlTi Global's 13F filing for Q3 2025, filed 6 Nov 2025.