EDRIA
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Edmonds Duncan Registered Investment Advisors’s Darden Restaurants DRI Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
2023
Q3 		– Sell
-1,413
Closed -$236K – 136
2023
Q2 		$236K Buy
+1,413
New +$222K 0.07% 118
2022
Q1 		– Sell
-2,275
Closed -$315K – 145
2021
Q4 		$315K Buy
2,275
+203
+10% +$30K 0.08% 97
2021
Q3 		$314K Buy
2,072
+100
+5% +$14.7K 0.1% 104
2021
Q2 		$288K Buy
1,972
+114
+6% +$16K 0.09% 106
2021
Q1 		$264K Buy
1,858
+48
+3% +$6.32K 0.09% 105
2020
Q4 		$235K Buy
+1,810
New +$194K 0.08% 113

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return