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Congress Wealth Management’s Darden Restaurants DRI Stock Holding History

Congress 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 		$2.52M Buy
11,540
+340
+3% +$70.6K 0.02% 519
2025
Q1 		$2.33M Sell
11,200
-768
-6% -$148K 0.03% 461
2024
Q4 		$2.23M Sell
11,968
-1,454
-11% -$244K 0.03% 394
2024
Q3 		$2.2M Sell
13,422
-84,474
-86% -$12.8M 0.03% 410
2024
Q2 		$14.8M Sell
97,896
-88,160
-47% -$13.4M 0.24% 122
2024
Q1 		$31.1M Buy
186,056
+1,579
+0.9% +$262K 0.54% 39
2023
Q4 		$30.3M Buy
184,477
+5,135
+3% +$778K 0.56% 37
2023
Q3 		$25.7M Buy
179,342
+2,472
+1% +$392K 0.53% 41
2023
Q2 		$29.6M Buy
176,870
+2,089
+1% +$328K 0.69% 31
2023
Q1 		$27.1M Buy
174,781
+72,958
+72% +$10.8M 0.65% 30
2022
Q4 		$14.1M Sell
101,823
-4,526
-4% -$631K 0.36% 64
2022
Q3 		$13.4M Sell
106,349
-5,861
-5% -$733K 0.36% 62
2022
Q2 		$12.7M Sell
112,210
-7,586
-6% -$947K 0.32% 71
2022
Q1 		$15.9M Buy
119,796
+3,886
+3% +$537K 0.35% 65
2021
Q4 		$17.5M Buy
+115,910
New +$17.1M 0.35% 75

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

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

Congress Wealth Management increased its Darden Restaurants (DRI) stake by 3% in Q2 2025, buying an estimated $70.6K and bringing the position to 11,540 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #519.

Congress Wealth Management first reported a position in DRI in Q4 2021 and has held it in 15 quarters since. The position peaked at $31.1M in Q1 2024. 1,061 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Congress Wealth Management held 11,540 shares of Darden Restaurants worth $2.52M as of Q2 2025.
  • Congress Wealth Management bought 340 Darden Restaurants shares in Q2 2025, an estimated $70.6K.
  • Darden Restaurants made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #519 holding.
  • Congress Wealth Management first reported a position in Darden Restaurants in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Darden Restaurants position peaked at $31.1M in Q1 2024.
  • 1,061 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

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