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Fortem Financial Group’s Darden Restaurants DRI Stock Holding History

Fortem Financial Group’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
-1,066
Closed -$232K – 170
2025
Q2 		$232K Hold
1,066
– – 0.07% 152
2025
Q1 		$221K Buy
+1,066
New +$206K 0.09% 173
2024
Q3 		– Sell
-1,622
Closed -$245K – 180
2024
Q2 		$245K Sell
1,622
-12
-0.7% -$1.83K 0.11% 147
2024
Q1 		$273K Hold
1,634
– – 0.12% 141
2023
Q4 		$268K Buy
1,634
+1
+0.1% +$151 0.13% 145
2023
Q3 		$234K Sell
1,633
-143
-8% -$22.7K 0.14% 146
2023
Q2 		$297K Sell
1,776
-30
-2% -$4.71K 0.18% 130
2023
Q1 		$280K Sell
1,806
-2,253
-56% -$333K 0.18% 122
2022
Q4 		$561K Hold
4,059
– – 0.33% 92
2022
Q3 		$513K Sell
4,059
-464
-10% -$58K 0.36% 86
2022
Q2 		$512K Sell
4,523
-10,602
-70% -$1.32M 0.33% 93
2022
Q1 		$2.01M Sell
15,125
-1,087
-7% -$150K 0.88% 44
2021
Q4 		$2.44M Buy
16,212
+176
+1% +$26K 1.11% 29
2021
Q3 		$2.43M Buy
16,036
+20
+0.1% +$2.94K 1.23% 22
2021
Q2 		$2.34M Buy
16,016
+500
+3% +$70.4K 1.19% 19
2021
Q1 		$2.2M Sell
15,516
-166
-1% -$21.8K 1.28% 19
2020
Q4 		$1.87M Sell
15,682
-279
-2% -$29.9K 1.12% 21
2020
Q3 		$1.61M Sell
15,961
-10,316
-39% -$857K 1.16% 25
2020
Q2 		$1.99M Sell
26,277
-5,314
-17% -$377K 1.54% 17
2020
Q1 		$1.72M Buy
31,591
+11,516
+57% +$1.12M 1.57% 15
2019
Q4 		$2.19M Buy
20,075
+1,169
+6% +$133K 1.62% 15
2019
Q3 		$2.23M Buy
18,906
+2,252
+14% +$275K 1.91% 11
2019
Q2 		$2.03M Sell
16,654
-549
-3% -$65.3K 2.04% 8
2019
Q1 		$2.09M Buy
17,203
+406
+2% +$44.5K 2.17% 8
2018
Q4 		$1.68M Buy
+16,797
New +$1.8M 2.02% 10

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortem Financial Group's DRI Position: Q3 2025 in Review

Fortem Financial Group sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 1,066 shares — an estimated $232K sold.

Fortem Financial Group first reported a position in DRI in Q4 2018 and held it in 25 quarters. The position peaked at $2.44M in Q4 2021. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Fortem Financial Group reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Fortem Financial Group sold 1,066 Darden Restaurants shares in Q3 2025, an estimated $232K.
  • Fortem Financial Group first reported a position in Darden Restaurants in Q4 2018 and held it in 25 quarters.
  • Fortem Financial Group's Darden Restaurants position peaked at $2.44M in Q4 2021.
  • 986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Fortem Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.