ARS Wealth Advisors Group’s Darden Restaurants DRI Stock Holding History

ARS Wealth Advisors Group’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
2024 Q4	–	Sell	-1,364	Closed	-$224K	–	175
2024 Q3	$224K	Hold	1,364	–	–	0.03%	158
2024 Q2	$206K	Buy	1,364 +1	+0.1%	+$152	0.03%	159
2024 Q1	$228K	Sell	1,363 -45	-3%	-$7.47K	0.03%	152
2023 Q4	$231K	Sell	1,408 -1	-0.1%	-$151	0.03%	138
2023 Q3	$202K	Sell	1,409 -104	-7%	-$16.5K	0.03%	141
2023 Q2	$253K	Buy	1,513 +150	+11%	+$23.6K	0.04%	128
2023 Q1	$212K	Buy	+1,363	New	+$202K	0.04%	113
2022 Q4	–	Sell	-1,738	Closed	-$220K	–	140
2022 Q3	$220K	Buy	+1,738	New	+$217K	0.03%	136
2022 Q1	–	Sell	-1,375	Closed	-$207K	–	132
2021 Q4	$207K	Hold	1,375	–	–	0.03%	137
2021 Q3	$208K	Buy	+1,375	New	+$202K	0.04%	127

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ARS Wealth Advisors Group's DRI Position: Q4 2024 in Review

ARS Wealth Advisors Group sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 1,364 shares — an estimated $224K sold.

ARS Wealth Advisors Group first reported a position in DRI in Q3 2021 and held it in 10 quarters. The position peaked at $253K in Q2 2023. 948 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

ARS Wealth Advisors Group reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
ARS Wealth Advisors Group sold 1,364 Darden Restaurants shares in Q4 2024, an estimated $224K.
ARS Wealth Advisors Group first reported a position in Darden Restaurants in Q3 2021 and held it in 10 quarters.
ARS Wealth Advisors Group's Darden Restaurants position peaked at $253K in Q2 2023.
948 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2024, filed 14 Jan 2025.