Beacon Harbor Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Beacon Harbor 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
2025 Q3	–	Sell	-1,100	Closed	-$240K	–	75
2025 Q2	$240K	Hold	1,100	–	–	0.06%	67
2025 Q1	$229K	Hold	1,100	–	–	0.05%	69
2024 Q4	$205K	Buy	+1,100	New	+$184K	0.05%	75
2021 Q4	–	Sell	-2,400	Closed	-$364K	–	77
2021 Q3	$364K	Hold	2,400	–	–	0.13%	60
2021 Q2	$350K	Hold	2,400	–	–	0.13%	61
2021 Q1	$341K	Hold	2,400	–	–	0.14%	57
2020 Q4	$286K	Buy	+2,400	New	+$257K	0.12%	62

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Harbor Wealth Advisors's DRI Position: Q3 2025 in Review

Beacon Harbor Wealth Advisors sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 1,100 shares — an estimated $240K sold.

Beacon Harbor Wealth Advisors first reported a position in DRI in Q4 2020 and held it in 7 quarters. The position peaked at $364K in Q3 2021. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

Beacon Harbor Wealth Advisors reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 1,100 Darden Restaurants shares in Q3 2025, an estimated $240K.
Beacon Harbor Wealth Advisors first reported a position in Darden Restaurants in Q4 2020 and held it in 7 quarters.
Beacon Harbor Wealth Advisors's Darden Restaurants position peaked at $364K in Q3 2021.
986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.