Carolinas Wealth Consulting’s Darden Restaurants DRI Stock Holding History

Carolinas Wealth Consulting’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	-7	Closed	-$1.45K	–	240
2025 Q1	$1.45K	Hold	7	–	–	﹤0.01%	858
2024 Q4	$1.31K	Sell	7 -5	-42%	-$838	﹤0.01%	899
2024 Q3	$1.97K	Buy	12 +6	+100%	+$908	﹤0.01%	821
2024 Q2	$908	Sell	6 -5	-45%	-$761	﹤0.01%	925
2024 Q1	$1.84K	Hold	11	–	–	﹤0.01%	802
2023 Q4	$1.81K	Buy	11 +5	+83%	+$757	﹤0.01%	754
2023 Q3	$881	Hold	6	–	–	﹤0.01%	844
2023 Q2	$1K	Hold	6	–	–	﹤0.01%	912
2023 Q1	$931	Hold	6	–	–	﹤0.01%	907
2022 Q4	$830	Hold	6	–	–	﹤0.01%	926
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	805
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	807
2022 Q1	$1K	Sell	6 -5	-45%	-$690	﹤0.01%	835
2021 Q4	$2K	Buy	11 +5	+83%	+$739	﹤0.01%	817
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	845
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	856
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	861
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	786
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	810
2020 Q2	$0	Buy	+6	New	+$426	﹤0.01%	671

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's DRI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 7 shares — an estimated $1.45K sold.

Carolinas Wealth Consulting first reported a position in DRI in Q2 2020 and held it in 20 quarters. The position peaked at $2K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 7 Darden Restaurants shares in Q2 2025, an estimated $1.45K.
Carolinas Wealth Consulting first reported a position in Darden Restaurants in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Darden Restaurants position peaked at $2K in Q4 2021.
1,060 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.