Briaud Financial Planning’s Darden Restaurants DRI Stock Holding History

Briaud Financial Planning’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	-337	Closed	-$73K	–	101
2025 Q2	$73K	Hold	337	–	–	0.03%	82
2025 Q1	$70K	Hold	337	–	–	0.03%	73
2024 Q4	$62K	Hold	337	–	–	0.03%	72
2024 Q3	$55K	Hold	337	–	–	0.03%	58
2024 Q2	$50K	Hold	337	–	–	0.03%	54
2024 Q1	$57K	Buy	+337	New	+$55.9K	0.03%	51
2023 Q4	–	Sell	-337	Closed	-$48K	–	59
2023 Q3	$48K	Buy	+337	New	+$53.4K	0.04%	56

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

Briaud Financial Planning's DRI Position: Q3 2025 in Review

Briaud Financial Planning sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 337 shares — an estimated $73K sold.

Briaud Financial Planning first reported a position in DRI in Q3 2023 and held it in 7 quarters. The position peaked at $73K in Q2 2025. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

Briaud Financial Planning reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 337 Darden Restaurants shares in Q3 2025, an estimated $73K.
Briaud Financial Planning first reported a position in Darden Restaurants in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Darden Restaurants position peaked at $73K in Q2 2025.
986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.