BHWA
DRI icon

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return