BDO Wealth Advisors’s Darden Restaurants DRI Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$3.54M	Buy	21,210 +224	+1%	+$35.2K	0.41%	55
2023 Q1	$3.26M	Sell	20,986 -854	-4%	-$126K	0.4%	54
2022 Q4	$3.02M	Buy	21,840 +758	+4%	+$106K	0.38%	55
2022 Q3	$2.66M	Sell	21,082 -506	-2%	-$63.2K	0.35%	60
2022 Q2	$2.44M	Buy	21,588 +231	+1%	+$28.8K	0.3%	67
2022 Q1	$2.84M	Buy	21,357 +1,118	+6%	+$154K	0.3%	65
2021 Q4	$3.05M	Buy	20,239 +412	+2%	+$60.9K	0.32%	58
2021 Q3	$3M	Buy	19,827 +1,483	+8%	+$218K	0.33%	54
2021 Q2	$2.68M	Buy	18,344 +857	+5%	+$121K	0.3%	62
2021 Q1	$2.48M	Sell	17,487 -603	-3%	-$79.4K	0.29%	64
2020 Q4	$2.15M	Buy	18,090 +278	+2%	+$29.8K	0.3%	60
2020 Q3	$1.79M	Buy	17,812 +370	+2%	+$30.7K	0.29%	64
2020 Q2	$1.32M	Sell	17,442 -2,090	-11%	-$148K	0.23%	78
2020 Q1	$1.06M	Buy	19,532 +4,485	+30%	+$436K	0.22%	83
2019 Q4	$1.64M	Sell	15,047 -940	-6%	-$107K	0.42%	51
2019 Q3	$1.89M	Buy	15,987 +203	+1%	+$24.8K	0.48%	42
2019 Q2	$1.92M	Buy	15,784 +463	+3%	+$55.1K	0.52%	45
2019 Q1	$1.86M	Buy	15,321 +701	+5%	+$76.9K	0.54%	44
2018 Q4	$1.46M	Buy	14,620 +681	+5%	+$72.8K	0.5%	44
2018 Q3	$1.55M	Buy	13,939 +23	+0.2%	+$2.59K	0.5%	43
2018 Q2	$1.49M	Buy	13,916 +785	+6%	+$71.9K	0.51%	39
2018 Q1	$1.12M	Buy	13,131 +806	+7%	+$76.3K	0.42%	45
2017 Q4	$1.18M	Buy	12,325 +475	+4%	+$40.1K	0.53%	34
2017 Q3	$934K	Buy	11,850 +685	+6%	+$57.7K	0.46%	40
2017 Q2	$1.01M	Buy	+11,165	New	+$976K	0.44%	41

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BDO Wealth Advisors's DRI Position: Q2 2023 in Review

BDO Wealth Advisors increased its Darden Restaurants (DRI) stake by 1.1% in Q2 2023, buying an estimated $35.2K and bringing the position to 21,210 shares worth $3.54M. The position accounts for 0.41% of the portfolio, ranked #55.

BDO Wealth Advisors first reported a position in DRI in Q2 2017 and has held it in 25 quarters since. 854 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

BDO Wealth Advisors held 21,210 shares of Darden Restaurants worth $3.54M as of Q2 2023.
BDO Wealth Advisors bought 224 Darden Restaurants shares in Q2 2023, an estimated $35.2K.
Darden Restaurants made up 0.41% of BDO Wealth Advisors's portfolio in Q2 2023, its #55 holding.
BDO Wealth Advisors first reported a position in Darden Restaurants in Q2 2017 and has held it in 25 quarters since.
854 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.