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GFPC
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-847
Closed
-$176K
–
596
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
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$733B AUM
35.63%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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