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FullCircle Wealth’s Darden Restaurants DRI Stock Holding History

FullCircle Wealth’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 		$235K Buy
1,303
+48
+4% +$9.87K 0.08% 241
2025
Q2 		$257K Buy
1,255
+19
+2% +$3.94K 0.1% 220
2025
Q1 		$248K Buy
1,236
+146
+13% +$28.2K 0.1% 192
2024
Q4 		$211K Buy
+1,090
New +$183K 0.09% 195

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FullCircle Wealth's DRI Position: Q3 2025 in Review

FullCircle Wealth increased its Darden Restaurants (DRI) stake by 3.8% in Q3 2025, buying an estimated $9.87K and bringing the position to 1,303 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #241.

FullCircle Wealth first reported a position in DRI in Q4 2024 and has held it in 4 quarters since. The position peaked at $257K in Q2 2025. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • FullCircle Wealth held 1,303 shares of Darden Restaurants worth $235K as of Q3 2025.
  • FullCircle Wealth bought 48 Darden Restaurants shares in Q3 2025, an estimated $9.87K.
  • Darden Restaurants made up 0.08% of FullCircle Wealth's portfolio in Q3 2025, its #241 holding.
  • FullCircle Wealth first reported a position in Darden Restaurants in Q4 2024 and has held it in 4 quarters since.
  • FullCircle Wealth's Darden Restaurants position peaked at $257K in Q2 2025.
  • 982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.