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Ameritas Advisory Services’s Darden Restaurants DRI Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-351
Closed -$66.8K – 1226
2025
Q3 		$66.8K Sell
351
-250
-42% -$51.4K ﹤0.01% 978
2025
Q2 		$131K Buy
+601
New +$125K 0.01% 877
2023
Q2 		– Sell
-7,237
Closed -$1.12M – 1040
2023
Q1 		$1.12M Sell
7,237
-4,601
-39% -$681K 0.06% 300
2022
Q4 		$1.64M Buy
+11,838
New +$1.65M 0.08% 251

Other funds holding DRI

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Advisory Services's DRI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 351 shares — an estimated $66.8K sold.

Ameritas Advisory Services first reported a position in DRI in Q4 2022 and held it in 4 quarters. The position peaked at $1.64M in Q4 2022. 997 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 351 Darden Restaurants shares in Q4 2025, an estimated $66.8K.
  • Ameritas Advisory Services first reported a position in Darden Restaurants in Q4 2022 and held it in 4 quarters.
  • Ameritas Advisory Services's Darden Restaurants position peaked at $1.64M in Q4 2022.
  • 997 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.