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Caldwell Trust’s Darden Restaurants DRI Stock Holding History

Caldwell Trust’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
Q4 		– Sell
-500
Closed -$95.2K – 765
2025
Q3 		$95.2K Hold
500
– – 0.01% 393
2025
Q2 		$109K Buy
+500
New +$104K 0.01% 368
2020
Q2 		– Sell
-156
Closed -$8.5K – 769
2020
Q1 		$8.5K Hold
156
– – ﹤0.01% 657
2019
Q4 		$17K Buy
+156
New +$17.7K ﹤0.01% 609

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caldwell Trust's DRI Position: Q4 2025 in Review

Caldwell Trust sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 500 shares — an estimated $95.2K sold.

Caldwell Trust first reported a position in DRI in Q4 2019 and held it in 4 quarters. The position peaked at $109K in Q2 2025. 998 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Caldwell Trust reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 500 Darden Restaurants shares in Q4 2025, an estimated $95.2K.
  • Caldwell Trust first reported a position in Darden Restaurants in Q4 2019 and held it in 4 quarters.
  • Caldwell Trust's Darden Restaurants position peaked at $109K in Q2 2025.
  • 998 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.