DWM
DRI icon

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return