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David Wealth Management’s Darden Restaurants DRI Stock Holding History

David 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 		$294K Hold
1,347
– – 0.22% 41
2025
Q1 		$280K Buy
1,347
+1
+0.1% +$193 0.23% 39
2024
Q4 		$251K Buy
+1,346
New +$226K 0.21% 44

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

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

David Wealth Management held its Darden Restaurants (DRI) position steady in Q2 2025 at 1,347 shares worth $294K. The position accounts for 0.22% of the portfolio, ranked #41.

David Wealth Management first reported a position in DRI in Q4 2024 and has held it in 3 quarters since. 1,061 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • David Wealth Management held 1,347 shares of Darden Restaurants worth $294K as of Q2 2025.
  • David Wealth Management left its Darden Restaurants share count unchanged in Q2 2025.
  • Darden Restaurants made up 0.22% of David Wealth Management's portfolio in Q2 2025, its #41 holding.
  • David Wealth Management first reported a position in Darden Restaurants in Q4 2024 and has held it in 3 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.