AWM
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Avior Wealth Management’s Darden Restaurants DRI Stock Holding History

Avior Wealth Management’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
-1,863
Closed -$387K – 711
2025
Q1 		$387K Sell
1,863
-3
-0.2% -$579 0.01% 480
2024
Q4 		$349K Buy
1,866
+2
+0.1% +$335 0.01% 548
2024
Q3 		$306K Sell
1,864
-10
-0.5% -$1.51K 0.01% 583
2024
Q2 		$285K Sell
1,874
-285
-13% -$43.4K 0.01% 579
2024
Q1 		$361K Buy
2,159
+1,533
+245% +$254K 0.02% 535
2023
Q4 		$103K Buy
626
+89
+17% +$13.5K 0.01% 610
2023
Q3 		$76.9K Buy
537
+55
+11% +$8.72K 0.01% 678
2023
Q2 		$80.5K Hold
482
– – 0.01% 669
2023
Q1 		$74.8K Buy
482
+29
+6% +$4.29K 0.01% 691
2022
Q4 		$62.7K Hold
453
– – ﹤0.01% 588
2022
Q3 		$57K Hold
453
– – ﹤0.01% 586
2022
Q2 		$51K Hold
453
– – 0.01% 561
2022
Q1 		$60K Buy
+453
New +$62.5K 0.01% 569
2021
Q4 		– Sell
-3,229
Closed -$489K – 1122
2021
Q3 		$489K Sell
3,229
-2,892
-47% -$425K 0.04% 320
2021
Q2 		$892K Sell
6,121
-641
-9% -$90.2K 0.09% 197
2021
Q1 		$959K Buy
6,762
+433
+7% +$57K 0.1% 183
2020
Q4 		$753K Sell
6,329
-1,803
-22% -$193K 0.09% 190
2020
Q3 		$819K Buy
8,132
+6,270
+337% +$521K 0.12% 160
2020
Q2 		$140K Buy
+1,862
New +$132K 0.02% 406
2020
Q1 		– Sell
-5
Closed – – 801
2019
Q4 		$0 Hold
5
– – ﹤0.01% 802
2019
Q3 		$0 Hold
5
– – ﹤0.01% 799
2019
Q2 		$1K Buy
+5
New +$595 ﹤0.01% 771
2016
Q2 		– Sell
-100
Closed -$7K – 471
2016
Q1 		$7K Buy
+100
New +$6.33K ﹤0.01% 365

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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's DRI Position: Q2 2025 in Review

Avior Wealth Management sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 1,863 shares — an estimated $387K sold.

Avior Wealth Management first reported a position in DRI in Q1 2016 and held it in 23 quarters. The position peaked at $959K in Q1 2021. 1,061 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Avior Wealth Management reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,863 Darden Restaurants shares in Q2 2025, an estimated $387K.
  • Avior Wealth Management first reported a position in Darden Restaurants in Q1 2016 and held it in 23 quarters.
  • Avior Wealth Management's Darden Restaurants position peaked at $959K in Q1 2021.
  • 1,061 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.