Concord Investment Counsel’s Darden Restaurants DRI Stock Holding History

Concord Investment Counsel’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 Q1	$4.01M	Buy	+23,990	New	+$3.98M	1.45%	22

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Concord Investment Counsel's DRI Position: Q1 2024 in Review

Concord Investment Counsel opened a new position in Darden Restaurants (DRI) in Q1 2024: 23,990 shares worth $4.01M. The stake represents 1.45% of the portfolio and ranks #22 among its holdings.

916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

Concord Investment Counsel held 23,990 shares of Darden Restaurants worth $4.01M as of Q1 2024.
Darden Restaurants was a new Concord Investment Counsel position in Q1 2024.
Darden Restaurants made up 1.45% of Concord Investment Counsel's portfolio in Q1 2024, its #22 holding.
916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Concord Investment Counsel's 13F filing for Q1 2024, filed 6 May 2024.