Financial Engines Advisors
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Financial Engines Advisors’s Darden Restaurants DRI Stock Holding History

Financial Engines 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
2025
Q1 		– Sell
-4,059
Closed -$758K – 433
2024
Q4 		$758K Sell
4,059
-5,300
-57% -$889K ﹤0.01% 287
2024
Q3 		$1.54M Buy
9,359
+176
+2% +$26.6K ﹤0.01% 197
2024
Q2 		$1.39M Sell
9,183
-735
-7% -$112K ﹤0.01% 191
2024
Q1 		$1.66M Buy
9,918
+492
+5% +$81.7K ﹤0.01% 171
2023
Q4 		$1.55M Buy
9,426
+6,418
+213% +$972K ﹤0.01% 159
2023
Q3 		$431K Buy
3,008
+80
+3% +$12.7K ﹤0.01% 213
2023
Q2 		$489K Buy
+2,928
New +$460K ﹤0.01% 208

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Financial Engines Advisors's DRI Position: Q1 2025 in Review

Financial Engines Advisors sold out of Darden Restaurants (DRI) in Q1 2025, closing a stake of 4,059 shares — an estimated $758K sold.

Financial Engines Advisors first reported a position in DRI in Q2 2023 and held it in 7 quarters. The position peaked at $1.66M in Q1 2024. 1,013 funds tracked by Wall St. Rank hold DRI as of Q1 2025.

  • Financial Engines Advisors reported no remaining Darden Restaurants position as of Q1 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 4,059 Darden Restaurants shares in Q1 2025, an estimated $758K.
  • Financial Engines Advisors first reported a position in Darden Restaurants in Q2 2023 and held it in 7 quarters.
  • Financial Engines Advisors's Darden Restaurants position peaked at $1.66M in Q1 2024.
  • 1,013 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2025.

Based on Financial Engines Advisors's 13F filing for Q1 2025, filed 12 May 2025.