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Bradley Foster & Sargent’s Darden Restaurants DRI Stock Holding History

Bradley Foster & Sargent’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
-1,003
Closed -$219K – 545
2025
Q2 		$219K Hold
1,003
– – ﹤0.01% 517
2025
Q1 		$208K Buy
+1,003
New +$194K ﹤0.01% 450

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

Bradley Foster & Sargent's DRI Position: Q3 2025 in Review

Bradley Foster & Sargent sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 1,003 shares — an estimated $219K sold.

Bradley Foster & Sargent first reported a position in DRI in Q1 2025 and held it in 2 quarters. The position peaked at $219K in Q2 2025. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Bradley Foster & Sargent reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Bradley Foster & Sargent sold 1,003 Darden Restaurants shares in Q3 2025, an estimated $219K.
  • Bradley Foster & Sargent first reported a position in Darden Restaurants in Q1 2025 and held it in 2 quarters.
  • Bradley Foster & Sargent's Darden Restaurants position peaked at $219K in Q2 2025.
  • 982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Bradley Foster & Sargent's 13F filing for Q3 2025, filed 10 Nov 2025.