Everence Capital Management’s Darden Restaurants DRI Stock Holding History

Everence Capital 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 Q4	–	Sell	-1,730	Closed	-$329K	–	795
2025 Q3	$329K	Hold	1,730	–	–	0.02%	563
2025 Q2	$377K	Hold	1,730	–	–	0.02%	485
2025 Q1	$359K	Sell	1,730 -10	-0.6%	-$1.93K	0.02%	485
2024 Q4	$325K	Buy	+1,740	New	+$292K	0.02%	542
2023 Q4	–	Sell	-4,280	Closed	-$613K	–	758
2023 Q3	$613K	Buy	4,280 +2,150	+101%	+$341K	0.05%	322
2023 Q2	$338K	Hold	2,130	–	–	0.03%	481
2023 Q1	$330K	Hold	2,130	–	–	0.03%	499
2022 Q4	$295K	Sell	2,130 -2,080	-49%	-$290K	0.03%	553
2022 Q3	$532K	Hold	4,210	–	–	0.05%	325
2022 Q2	$476K	Hold	4,210	–	–	0.04%	356
2022 Q1	$560K	Hold	4,210	–	–	0.04%	354
2021 Q4	$634K	Hold	4,210	–	–	0.05%	339
2021 Q3	$638K	Hold	4,210	–	–	0.05%	302
2021 Q2	$615K	Hold	4,210	–	–	0.05%	331
2021 Q1	$598K	Hold	4,210	–	–	0.05%	305
2020 Q4	$501K	Buy	+4,210	New	+$451K	0.05%	343

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Everence Capital Management's DRI Position: Q4 2025 in Review

Everence Capital Management sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 1,730 shares — an estimated $329K sold.

Everence Capital Management first reported a position in DRI in Q4 2020 and held it in 16 quarters. The position peaked at $638K in Q3 2021. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

Everence Capital Management reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
Everence Capital Management sold 1,730 Darden Restaurants shares in Q4 2025, an estimated $329K.
Everence Capital Management first reported a position in Darden Restaurants in Q4 2020 and held it in 16 quarters.
Everence Capital Management's Darden Restaurants position peaked at $638K in Q3 2021.
1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Everence Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.