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Cassady Schiller Wealth Management’s Darden Restaurants DRI Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.68K Buy
+9
New +$1.51K ﹤0.01% 624
2022
Q1 		– Sell
-2
Closed – – 241
2021
Q4 		$0 Buy
+2
New +$296 ﹤0.01% 574

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
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassady Schiller Wealth Management's DRI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Darden Restaurants (DRI) in Q4 2024: 9 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in DRI as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in DRI in Q4 2021 and has held it in 2 quarters since. 944 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

  • Cassady Schiller Wealth Management held 9 shares of Darden Restaurants worth $1.68K as of Q4 2024.
  • Darden Restaurants was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Darden Restaurants made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #624 holding.
  • Cassady Schiller Wealth Management first reported a position in Darden Restaurants in Q4 2021 and has held it in 2 quarters since.
  • 944 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.