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Capital A Wealth Management’s Darden Restaurants DRI Stock Holding History

Capital A 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
2025
Q2 		– Sell
-3
Closed -$623 – 551
2025
Q1 		$623 Buy
+3
New +$579 ﹤0.01% 601

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BlackRock
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State Street
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital A Wealth Management's DRI Position: Q2 2025 in Review

Capital A Wealth Management sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 3 shares — an estimated $623 sold.

Capital A Wealth Management first reported a position in DRI in Q1 2025 and held it in 1 quarter. The position peaked at $623 in Q1 2025. 1,060 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Capital A Wealth Management reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 3 Darden Restaurants shares in Q2 2025, an estimated $623.
  • Capital A Wealth Management first reported a position in Darden Restaurants in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Darden Restaurants position peaked at $623 in Q1 2025.
  • 1,060 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.