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Burns Matteson Capital Management’s Darden Restaurants DRI Stock Holding History

Burns Matteson Capital Management’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
-2,190
Closed -$477K – 206
2025
Q2 		$477K Sell
2,190
-103
-4% -$21.4K 0.23% 77
2025
Q1 		$476K Buy
2,293
+135
+6% +$26.1K 0.26% 73
2024
Q4 		$403K Sell
2,158
-1
-0% -$168 0.23% 87
2024
Q3 		$354K Buy
+2,159
New +$327K 0.2% 97

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burns Matteson Capital Management's DRI Position: Q3 2025 in Review

Burns Matteson Capital Management sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 2,190 shares — an estimated $477K sold.

Burns Matteson Capital Management first reported a position in DRI in Q3 2024 and held it in 4 quarters. The position peaked at $477K in Q2 2025. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Burns Matteson Capital Management reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Burns Matteson Capital Management sold 2,190 Darden Restaurants shares in Q3 2025, an estimated $477K.
  • Burns Matteson Capital Management first reported a position in Darden Restaurants in Q3 2024 and held it in 4 quarters.
  • Burns Matteson Capital Management's Darden Restaurants position peaked at $477K in Q2 2025.
  • 986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Burns Matteson Capital Management's 13F filing for Q3 2025, filed 16 Oct 2025.