Cabot Wealth Management’s Darden Restaurants DRI Stock Holding History

Cabot Wealth 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
2026 Q3	–	Sell	-1,222	Closed	-$252K	–	154
2026 Q2	$252K	Hold	1,222	–	–	0.03%	130
2026 Q1	$240K	Hold	1,222	–	–	0.03%	129
2025 Q4	$225K	Hold	1,222	–	–	0.02%	132
2025 Q3	$233K	Hold	1,222	–	–	0.03%	131
2025 Q2	$266K	Hold	1,222	–	–	0.03%	120
2025 Q1	$254K	Hold	1,222	–	–	0.03%	119
2024 Q4	$228K	Hold	1,222	–	–	0.03%	127
2024 Q3	$201K	Buy	+1,222	New	+$185K	0.03%	129
2024 Q2	–	Sell	-1,222	Closed	-$204K	–	135
2024 Q1	$204K	Hold	1,222	–	–	0.03%	140
2023 Q4	$201K	Buy	+1,222	New	+$185K	0.03%	139
2023 Q3	–	Sell	-1,254	Closed	-$210K	–	144
2023 Q2	$210K	Buy	+1,254	New	+$197K	0.03%	140

Other funds holding DRI

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Cabot Wealth Management's DRI Position: Q3 2026 in Review

Cabot Wealth Management sold out of Darden Restaurants (DRI) in Q3 2026, closing a stake of 1,222 shares — an estimated $252K sold.

Cabot Wealth Management first reported a position in DRI in Q2 2023 and held it in 11 quarters. The position peaked at $266K in Q2 2025. 927 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

Cabot Wealth Management reported no remaining Darden Restaurants position as of Q3 2026 after selling out during the quarter.
Cabot Wealth Management sold 1,222 Darden Restaurants shares in Q3 2026, an estimated $252K.
Cabot Wealth Management first reported a position in Darden Restaurants in Q2 2023 and held it in 11 quarters.
Cabot Wealth Management's Darden Restaurants position peaked at $266K in Q2 2025.
927 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.