Global Financial Private Client’s Darden Restaurants DRI Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-847	Closed	-$176K	–	595
2025 Q1	$176K	Buy	847 +14	+2%	+$2.7K	0.07%	212
2024 Q4	$156K	Buy	833 +6	+0.7%	+$1.01K	0.06%	220
2024 Q3	$136K	Hold	827	–	–	0.05%	227
2024 Q2	$125K	Sell	827 -43	-5%	-$6.54K	0.05%	216
2024 Q1	$145K	Sell	870 -327	-27%	-$54.3K	0.06%	202
2023 Q4	$197K	Hold	1,197	–	–	0.09%	176
2023 Q3	$170K	Hold	1,197	–	–	0.09%	171
2023 Q2	$200K	Sell	1,197 -10	-0.8%	-$1.57K	0.1%	169
2023 Q1	$186K	Hold	1,207	–	–	0.1%	160
2022 Q4	$167K	Hold	1,207	–	–	0.09%	153
2022 Q3	$151K	Hold	1,207	–	–	0.09%	162
2022 Q2	$138K	Hold	1,207	–	–	0.08%	161
2022 Q1	$157K	Hold	1,207	–	–	0.08%	156
2021 Q4	$182K	Hold	1,207	–	–	0.09%	147
2021 Q3	$188K	Hold	1,207	–	–	0.1%	144
2021 Q2	$179K	Buy	1,207 +10	+0.8%	+$1.41K	0.1%	142
2021 Q1	$173K	Hold	1,197	–	–	0.12%	124
2020 Q4	$143K	Hold	1,197	–	–	0.11%	120
2020 Q3	$126K	Buy	1,197 +43	+4%	+$3.57K	0.11%	121
2020 Q2	$87.8K	Buy	1,154 +654	+131%	+$46.4K	0.08%	158
2020 Q1	$23K	Hold	500	–	–	0.02%	294
2019 Q4	$54.5K	Buy	+500	New	+$56.8K	0.05%	229

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Financial Private Client's DRI Position: Q2 2025 in Review

Global Financial Private Client sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 847 shares — an estimated $176K sold.

Global Financial Private Client first reported a position in DRI in Q4 2019 and held it in 22 quarters. The position peaked at $200K in Q2 2023. 1,061 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

Global Financial Private Client reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 847 Darden Restaurants shares in Q2 2025, an estimated $176K.
Global Financial Private Client first reported a position in Darden Restaurants in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Darden Restaurants position peaked at $200K in Q2 2023.
1,061 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.