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Concourse Financial Group Securities’s Darden Restaurants DRI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-1,644
Closed -$307K – 536
2024
Q4 		$307K Buy
1,644
+242
+17% +$40.6K 0.02% 606
2024
Q3 		$230K Sell
1,402
-329
-19% -$49.8K 0.01% 661
2024
Q2 		$262K Sell
1,731
-27
-2% -$4.11K 0.02% 613
2024
Q1 		$294K Buy
1,758
+42
+2% +$6.97K 0.02% 563
2023
Q4 		$282K Sell
1,716
-39
-2% -$5.91K 0.02% 555
2023
Q3 		$251K Sell
1,755
-98
-5% -$15.5K 0.02% 558
2023
Q2 		$310K Buy
1,853
+92
+5% +$14.5K 0.02% 529
2023
Q1 		$273K Buy
1,761
+381
+28% +$56.4K 0.02% 559
2022
Q4 		$191K Sell
1,380
-6
-0.4% -$837 0.02% 619
2022
Q3 		$175K Buy
1,386
+41
+3% +$5.13K 0.02% 569
2022
Q2 		$152K Buy
1,345
+128
+11% +$16K 0.01% 677
2022
Q1 		$162K Buy
1,217
+20
+2% +$2.76K 0.01% 706
2021
Q4 		$180K Sell
1,197
-26
-2% -$3.84K 0.01% 769
2021
Q3 		$185K Sell
1,223
-81
-6% -$11.9K 0.01% 739
2021
Q2 		$190K Sell
1,304
-340
-21% -$47.8K 0.01% 735
2021
Q1 		$233K Sell
1,644
-7
-0.4% -$921 0.02% 632
2020
Q4 		$197K Sell
1,651
-9
-0.5% -$964 0.01% 639
2020
Q3 		$167K Sell
1,660
-66
-4% -$5.48K 0.01% 606
2020
Q2 		$131K Buy
1,726
+802
+87% +$56.9K 0.01% 633
2020
Q1 		$50K Buy
924
+58
+7% +$5.64K 0.01% 903
2019
Q4 		$94K Buy
866
+447
+107% +$50.7K 0.01% 733
2019
Q3 		$50K Sell
419
-624
-60% -$76.1K 0.01% 618
2019
Q2 		$127K Buy
1,043
+85
+9% +$10.1K 0.01% 605
2019
Q1 		$116K Buy
958
+37
+4% +$4.06K 0.01% 641
2018
Q4 		$91K Buy
921
+384
+72% +$41.1K 0.01% 647
2018
Q3 		$60K Buy
+537
New +$60.5K 0.02% 545

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

Concourse Financial Group Securities's DRI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Darden Restaurants (DRI) in Q1 2025, closing a stake of 1,644 shares — an estimated $307K sold.

Concourse Financial Group Securities first reported a position in DRI in Q3 2018 and held it in 26 quarters. The position peaked at $310K in Q2 2023. 1,012 funds tracked by Wall St. Rank hold DRI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Darden Restaurants position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,644 Darden Restaurants shares in Q1 2025, an estimated $307K.
  • Concourse Financial Group Securities first reported a position in Darden Restaurants in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Darden Restaurants position peaked at $310K in Q2 2023.
  • 1,012 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.