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Birch Hill Investment Advisors’s Darden Restaurants DRI Stock Holding History

Birch Hill Investment 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
Q4 		– Sell
-1,150
Closed -$219K – 204
2025
Q3 		$219K Hold
1,150
– – 0.01% 191
2025
Q2 		$251K Hold
1,150
– – 0.01% 182
2025
Q1 		$239K Hold
1,150
– – 0.01% 173
2024
Q4 		$215K Buy
+1,150
New +$193K 0.01% 180

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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Birch Hill Investment Advisors's DRI Position: Q4 2025 in Review

Birch Hill Investment Advisors sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 1,150 shares — an estimated $219K sold.

Birch Hill Investment Advisors first reported a position in DRI in Q4 2024 and held it in 4 quarters. The position peaked at $251K in Q2 2025. 999 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Birch Hill Investment Advisors reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 1,150 Darden Restaurants shares in Q4 2025, an estimated $219K.
  • Birch Hill Investment Advisors first reported a position in Darden Restaurants in Q4 2024 and held it in 4 quarters.
  • Birch Hill Investment Advisors's Darden Restaurants position peaked at $251K in Q2 2025.
  • 999 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.