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Compass Wealth Management’s Darden Restaurants DRI Stock Holding History

Compass 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 		– Sell
-150
Closed -$31.2K – 215
2025
Q1 		$31.2K Hold
150
– – 0.01% 289
2024
Q4 		$28K Buy
+150
New +$25.2K 0.01% 298

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Compass Wealth Management sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 150 shares — an estimated $31.2K sold.

Compass Wealth Management first reported a position in DRI in Q4 2024 and held it in 2 quarters. The position peaked at $31.2K in Q1 2025. 1,058 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Compass Wealth Management reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 150 Darden Restaurants shares in Q2 2025, an estimated $31.2K.
  • Compass Wealth Management first reported a position in Darden Restaurants in Q4 2024 and held it in 2 quarters.
  • Compass Wealth Management's Darden Restaurants position peaked at $31.2K in Q1 2025.
  • 1,058 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.