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Centricity Wealth Management’s Darden Restaurants DRI Stock Holding History

Centricity 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
2025
Q2 		$10.2K Hold
47
– – 0.01% 324
2025
Q1 		$9.77K Hold
47
– – 0.01% 320
2024
Q4 		$8.77K Buy
+47
New +$7.88K 0.01% 342

Other funds holding DRI

Capital World Investors
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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Centricity Wealth Management's DRI Position: Q2 2025 in Review

Centricity Wealth Management held its Darden Restaurants (DRI) position steady in Q2 2025 at 47 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #324.

Centricity Wealth Management first reported a position in DRI in Q4 2024 and has held it in 3 quarters since. 1,061 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Centricity Wealth Management held 47 shares of Darden Restaurants worth $10.2K as of Q2 2025.
  • Centricity Wealth Management left its Darden Restaurants share count unchanged in Q2 2025.
  • Darden Restaurants made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #324 holding.
  • Centricity Wealth Management first reported a position in Darden Restaurants in Q4 2024 and has held it in 3 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.