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Freedom Investment Management’s Darden Restaurants DRI Stock Holding History

Freedom Investment 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
Q3 		– Sell
-4,212
Closed -$918K – 302
2025
Q2 		$918K Sell
4,212
-537
-11% -$111K 0.07% 273
2025
Q1 		$987K Sell
4,749
-854
-15% -$165K 0.08% 243
2024
Q4 		$1.05M Sell
5,603
-56
-1% -$9.39K 0.09% 218
2024
Q3 		$929K Sell
5,659
-408
-7% -$61.8K 0.07% 271
2024
Q2 		$918K Sell
6,067
-115
-2% -$17.5K 0.08% 258
2024
Q1 		$1.03M Sell
6,182
-331
-5% -$54.9K 0.08% 237
2023
Q4 		$1.07M Buy
6,513
+23
+0.4% +$3.48K 0.09% 218
2023
Q3 		$929K Sell
6,490
-476
-7% -$75.5K 0.11% 220
2023
Q2 		$1.16M Sell
6,966
-2,094
-23% -$329K 0.13% 199
2023
Q1 		$1.41M Sell
9,060
-486
-5% -$71.9K 0.16% 173
2022
Q4 		$1.32M Sell
9,546
-1,409
-13% -$197K 0.15% 182
2022
Q3 		$1.38M Sell
10,955
-610
-5% -$76.2K 0.16% 166
2022
Q2 		$1.31M Sell
11,565
-2,029
-15% -$253K 0.14% 203
2022
Q1 		$1.81M Sell
13,594
-666
-5% -$92K 0.16% 154
2021
Q4 		$2.15M Buy
14,260
+318
+2% +$47K 0.16% 167
2021
Q3 		$2.11M Buy
13,942
+6,312
+83% +$928K 0.16% 164
2021
Q2 		$1.11M Sell
7,630
-674
-8% -$94.8K 0.08% 297
2021
Q1 		$1.18M Buy
8,304
+1,458
+21% +$192K 0.09% 260
2020
Q4 		$815K Buy
+6,846
New +$733K 0.09% 218
2019
Q1 		– Sell
-3,237
Closed -$323K – 709
2018
Q4 		$323K Buy
3,237
+1,240
+62% +$133K 0.03% 551
2018
Q3 		$234K Buy
+1,997
New +$225K 0.01% 784

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

Freedom Investment Management's DRI Position: Q3 2025 in Review

Freedom Investment Management sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 4,212 shares — an estimated $918K sold.

Freedom Investment Management first reported a position in DRI in Q3 2018 and held it in 21 quarters. The position peaked at $2.15M in Q4 2021. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Freedom Investment Management reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 4,212 Darden Restaurants shares in Q3 2025, an estimated $918K.
  • Freedom Investment Management first reported a position in Darden Restaurants in Q3 2018 and held it in 21 quarters.
  • Freedom Investment Management's Darden Restaurants position peaked at $2.15M in Q4 2021.
  • 986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.