Brown Advisory’s Darden Restaurants DRI Stock Holding History

Brown Advisory’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	-918	Closed	-$200K	–	1389
2025 Q2	$200K	Buy	+918	New	+$191K	﹤0.01%	1296
2018 Q1	–	Sell	-2,744	Closed	-$264K	–	1198
2017 Q4	$264K	Sell	2,744 -60	-2%	-$5.07K	﹤0.01%	1078
2017 Q3	$221K	Buy	2,804 +564	+25%	+$47.5K	﹤0.01%	1097
2017 Q2	$203K	Buy	+2,240	New	+$196K	﹤0.01%	1145

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory's DRI Position: Q3 2025 in Review

Brown Advisory sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 918 shares — an estimated $200K sold.

Brown Advisory first reported a position in DRI in Q2 2017 and held it in 4 quarters. The position peaked at $264K in Q4 2017. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

Brown Advisory reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
Brown Advisory sold 918 Darden Restaurants shares in Q3 2025, an estimated $200K.
Brown Advisory first reported a position in Darden Restaurants in Q2 2017 and held it in 4 quarters.
Brown Advisory's Darden Restaurants position peaked at $264K in Q4 2017.
982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Brown Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.