Copperwynd Financial’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
5,298
-121
| -2% | -$25.1K | 0.29% | 61 |
|
|
2025
Q1 | $1.13M | Buy |
5,419
+89
| +2% | +$17.2K | 0.31% | 59 |
|
|
2024
Q4 | $995K | Buy |
5,330
+163
| +3% | +$27.3K | 0.27% | 66 |
|
|
2024
Q3 | $848K | Buy |
5,167
+115
| +2% | +$17.4K | 0.26% | 77 |
|
|
2024
Q2 | $739K | Buy |
5,052
+505
| +11% | +$76.8K | 0.24% | 85 |
|
|
2024
Q1 | $760K | Sell |
4,547
-54
| -1% | -$8.96K | 0.27% | 67 |
|
|
2023
Q4 | $756K | Sell |
4,601
-9
| -0.2% | -$1.36K | 0.3% | 55 |
|
|
2023
Q3 | $660K | Sell |
4,610
-192
| -4% | -$30.4K | 0.31% | 56 |
|
|
2023
Q2 | $802K | Sell |
4,802
-17
| -0.4% | -$2.67K | 0.37% | 54 |
|
|
2023
Q1 | $748K | Sell |
4,819
-36
| -0.7% | -$5.33K | 0.38% | 55 |
|
|
2022
Q4 | $672K | Sell |
4,855
-29
| -0.6% | -$4.04K | 0.38% | 62 |
|
|
2022
Q3 | $617K | Sell |
4,884
-146
| -3% | -$18.3K | 0.36% | 56 |
|
|
2022
Q2 | $569K | Sell |
5,030
-39
| -0.8% | -$4.87K | 0.33% | 68 |
|
|
2022
Q1 | $674K | Buy |
5,069
+157
| +3% | +$21.7K | 0.28% | 63 |
|
|
2021
Q4 | $740K | Buy |
4,912
+115
| +2% | +$17K | 0.28% | 63 |
|
|
2021
Q3 | $727K | Buy |
4,797
+30
| +0.6% | +$4.41K | 0.3% | 55 |
|
|
2021
Q2 | $696K | Sell |
4,767
-4
| -0.1% | -$563 | 0.3% | 53 |
|
|
2021
Q1 | $678K | Sell |
4,771
-259
| -5% | -$34.1K | 0.3% | 47 |
|
|
2020
Q4 | $599K | Sell |
5,030
-240
| -5% | -$25.7K | 0.29% | 55 |
|
|
2020
Q3 | $531K | Sell |
5,270
-163
| -3% | -$13.5K | 0.28% | 52 |
|
|
2020
Q2 | $412K | Sell |
5,433
-203
| -4% | -$14.4K | 0.24% | 71 |
|
|
2020
Q1 | $307K | Buy |
5,636
+14
| +0.2% | +$1.36K | 0.15% | 68 |
|
|
2019
Q4 | $613K | Buy |
5,622
+147
| +3% | +$16.7K | 0.32% | 60 |
|
|
2019
Q3 | $621K | Buy |
5,475
+452
| +9% | +$55.1K | 0.35% | 48 |
|
|
2019
Q2 | $611K | Buy |
5,023
+76
| +2% | +$9.04K | 0.35% | 38 |
|
|
2019
Q1 | $601K | Sell |
4,947
-4
| -0.1% | -$439 | 0.36% | 38 |
|
|
2018
Q4 | $494K | Sell |
4,951
-195
| -4% | -$20.9K | 0.31% | 30 |
|
|
2018
Q3 | $572K | Buy |
5,146
+57
| +1% | +$6.42K | 0.35% | 41 |
|
|
2018
Q2 | $545K | Sell |
5,089
-52
| -1% | -$4.76K | 0.38% | 30 |
|
|
2018
Q1 | $438K | Buy |
5,141
+370
| +8% | +$35K | 0.3% | 47 |
|
|
2017
Q4 | $458K | Buy |
+4,771
| New | +$403K | 0.33% | 42 |
|
Other funds holding DRI
Copperwynd Financial's DRI Position: Q2 2025 in Review
Copperwynd Financial reduced its Darden Restaurants (DRI) stake by 2.2% in Q2 2025, selling an estimated $25.1K and leaving 5,298 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #61.
Copperwynd Financial first reported a position in DRI in Q4 2017 and has held it in 31 quarters since. 1,059 funds tracked by Wall St. Rank hold DRI as of Q2 2025.
- Copperwynd Financial held 5,298 shares of Darden Restaurants worth $1.15M as of Q2 2025.
- Copperwynd Financial sold 121 Darden Restaurants shares in Q2 2025, an estimated $25.1K.
- Darden Restaurants made up 0.29% of Copperwynd Financial's portfolio in Q2 2025, its #61 holding.
- Copperwynd Financial first reported a position in Darden Restaurants in Q4 2017 and has held it in 31 quarters since.
- 1,059 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.
Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.