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Consolidated Planning Corp’s Darden Restaurants DRI Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-27,574
Closed -$5.25M – 212
2025
Q3 		$5.25M Buy
+27,574
New +$5.67M 0.55% 55
2024
Q2 		– Sell
-23,514
Closed -$3.93M – 190
2024
Q1 		$3.93M Buy
23,514
+4,472
+23% +$742K 0.67% 52
2023
Q4 		$3.13M Buy
+19,042
New +$2.88M 0.58% 53

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Consolidated Planning Corp's DRI Position: Q4 2025 in Review

Consolidated Planning Corp sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 27,574 shares — an estimated $5.25M sold.

Consolidated Planning Corp first reported a position in DRI in Q4 2023 and held it in 3 quarters. The position peaked at $5.25M in Q3 2025. 997 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Consolidated Planning Corp reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 27,574 Darden Restaurants shares in Q4 2025, an estimated $5.25M.
  • Consolidated Planning Corp first reported a position in Darden Restaurants in Q4 2023 and held it in 3 quarters.
  • Consolidated Planning Corp's Darden Restaurants position peaked at $5.25M in Q3 2025.
  • 997 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Consolidated Planning Corp's 13F filing for Q4 2025, filed 28 Jan 2026.