Dakota Wealth Management’s Darden Restaurants DRI Stock Holding History

Dakota 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 Q3	–	Sell	-1,034	Closed	-$225K	–	688
2025 Q2	$225K	Buy	1,034 +39	+4%	+$8.09K	﹤0.01%	698
2025 Q1	$207K	Buy	+995	New	+$192K	﹤0.01%	707
2024 Q4	–	Sell	-1,233	Closed	-$202K	–	766
2024 Q3	$202K	Sell	1,233 -24,746	-95%	-$3.75M	﹤0.01%	689
2024 Q2	$3.93M	Buy	25,979 +3,271	+14%	+$498K	0.09%	189
2024 Q1	$3.8M	Buy	22,708 +7,537	+50%	+$1.25M	0.09%	187
2023 Q4	$2.49M	Buy	15,171 +3,296	+28%	+$499K	0.1%	198
2023 Q3	$1.7M	Buy	11,875 +261	+2%	+$41.4K	0.08%	221
2023 Q2	$1.94M	Buy	+11,614	New	+$1.82M	0.09%	179

Other funds holding DRI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dakota Wealth Management's DRI Position: Q3 2025 in Review

Dakota Wealth Management sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 1,034 shares — an estimated $225K sold.

Dakota Wealth Management first reported a position in DRI in Q2 2023 and held it in 8 quarters. The position peaked at $3.93M in Q2 2024. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

Dakota Wealth Management reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
Dakota Wealth Management sold 1,034 Darden Restaurants shares in Q3 2025, an estimated $225K.
Dakota Wealth Management first reported a position in Darden Restaurants in Q2 2023 and held it in 8 quarters.
Dakota Wealth Management's Darden Restaurants position peaked at $3.93M in Q2 2024.
986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.