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Caption Management’s Darden Restaurants DRI Stock Holding History

Caption 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
Q3 		– Sell
-50,000
Closed -$10.9M – 1754
2025
Q2 		$10.9M Hold
50,000
– – 0.12% 187
2025
Q1 		$10.4M Buy
+50,000
New +$9.65M 0.1% 197
2021
Q3 		– Sell
-778,500
Closed -$114M – 1580
2021
Q2 		$114M Buy
+778,500
New +$110M 1.48% 3
2020
Q3 		– Sell
-150,000
Closed -$11.4M – 1078
2020
Q2 		$11.4M Buy
150,000
+110,000
+275% +$7.8M 0.38% 46
2020
Q1 		$2.18M Buy
+40,000
New +$3.89M 0.12% 230

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caption Management's DRI Position: Q4 2024 in Review

Caption Management sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 18,500 shares — an estimated $3.1M sold.

Caption Management first reported a position in DRI in Q1 2020 and held it in 6 quarters. The position peaked at $71.1M in Q2 2021. 944 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

  • Caption Management reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
  • Caption Management sold 18,500 Darden Restaurants shares in Q4 2024, an estimated $3.1M.
  • Caption Management first reported a position in Darden Restaurants in Q1 2020 and held it in 6 quarters.
  • Caption Management's Darden Restaurants position peaked at $71.1M in Q2 2021.
  • 944 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Caption Management's 13F filing for Q4 2024, filed 14 Feb 2025.