Berry Wealth Group’s Darden Restaurants DRI Stock Holding History

Berry Wealth 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
2025 Q4	–	Sell	-1,275	Closed	-$243K	–	33
2025 Q3	$243K	Sell	1,275 -12,857	-91%	-$2.64M	0.79%	28
2025 Q2	$3.08M	Buy	14,132 +287	+2%	+$59.6K	2.16%	13
2025 Q1	$2.88M	Sell	13,845 -113	-0.8%	-$21.8K	2.25%	15
2024 Q4	$2.61M	Sell	13,958 -532	-4%	-$89.2K	1.88%	16
2024 Q3	$2.38M	Sell	14,490 -171	-1%	-$25.9K	1.7%	21
2024 Q2	$2.22M	Buy	14,661 +575	+4%	+$87.5K	1.77%	19
2024 Q1	$2.35M	Sell	14,086 -2,888	-17%	-$479K	1.95%	18
2023 Q4	$2.79M	Buy	+16,974	New	+$2.57M	2.57%	18

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berry Wealth Group's DRI Position: Q4 2025 in Review

Berry Wealth Group sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 1,275 shares — an estimated $243K sold.

Berry Wealth Group first reported a position in DRI in Q4 2023 and held it in 8 quarters. The position peaked at $3.08M in Q2 2025. 997 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

Berry Wealth Group reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
Berry Wealth Group sold 1,275 Darden Restaurants shares in Q4 2025, an estimated $243K.
Berry Wealth Group first reported a position in Darden Restaurants in Q4 2023 and held it in 8 quarters.
Berry Wealth Group's Darden Restaurants position peaked at $3.08M in Q2 2025.
997 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Berry Wealth Group's 13F filing for Q4 2025, filed 4 Feb 2026.