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Capital Wealth Planning’s Darden Restaurants DRI Stock Holding History

Capital Wealth Planning’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
2023
Q4 		– Sell
-3,725
Closed -$533K – 147
2023
Q3 		$533K Sell
3,725
-4,001
-52% -$634K 0.01% 101
2023
Q2 		$1.29M Buy
7,726
+24
+0.3% +$3.77K 0.02% 49
2023
Q1 		$1.2M Buy
7,702
+1,584
+26% +$234K 0.02% 47
2022
Q4 		$846K Buy
6,118
+2,733
+81% +$381K 0.01% 63
2022
Q3 		$428K Buy
+3,385
New +$423K 0.01% 72

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital Wealth Planning's DRI Position: Q4 2023 in Review

Capital Wealth Planning sold out of Darden Restaurants (DRI) in Q4 2023, closing a stake of 3,725 shares — an estimated $533K sold.

Capital Wealth Planning first reported a position in DRI in Q3 2022 and held it in 5 quarters. The position peaked at $1.29M in Q2 2023. 906 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

  • Capital Wealth Planning reported no remaining Darden Restaurants position as of Q4 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 3,725 Darden Restaurants shares in Q4 2023, an estimated $533K.
  • Capital Wealth Planning first reported a position in Darden Restaurants in Q3 2022 and held it in 5 quarters.
  • Capital Wealth Planning's Darden Restaurants position peaked at $1.29M in Q2 2023.
  • 906 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on Capital Wealth Planning's 13F filing for Q4 2023, filed 8 Feb 2024.