CG
DRI icon

Caprock Group’s Darden Restaurants DRI Stock Holding History

Caprock Group’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
-3,704
Closed -$767K – 1228
2025
Q3 		$767K Buy
+3,704
New +$761K 0.02% 659
2025
Q1 		$593K Sell
2,855
-456
-14% -$88K 0.02% 650
2024
Q4 		$618K Sell
3,311
-1,065
-24% -$179K 0.02% 552
2024
Q3 		$718K Sell
4,376
-669
-13% -$101K 0.03% 477
2024
Q2 		$763K Buy
5,045
+1,939
+62% +$295K 0.03% 432
2024
Q1 		$519K Buy
3,106
+483
+18% +$80.2K 0.03% 401
2023
Q4 		$431K Sell
2,623
-264
-9% -$40K 0.03% 429
2023
Q3 		$414K Buy
2,887
+1,314
+84% +$208K 0.03% 408
2023
Q2 		$263K Buy
+1,573
New +$247K 0.02% 537

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caprock Group's DRI Position: Q4 2025 in Review

Caprock Group sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 3,704 shares — an estimated $767K sold.

Caprock Group first reported a position in DRI in Q2 2023 and held it in 9 quarters. The position peaked at $767K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Caprock Group reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Caprock Group sold 3,704 Darden Restaurants shares in Q4 2025, an estimated $767K.
  • Caprock Group first reported a position in Darden Restaurants in Q2 2023 and held it in 9 quarters.
  • Caprock Group's Darden Restaurants position peaked at $767K in Q3 2025.
  • 1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.