Global Wealth Management Investment Advisory’s Darden Restaurants DRI Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q4	–	Sell	-3,241	Closed	-$532K	–	145
2024 Q3	$532K	Hold	3,241	–	–	0.11%	116
2024 Q2	$490K	Buy	+3,241	New	+$493K	0.11%	113
2024 Q1	–	Sell	-20	Closed	-$3.29K	–	223
2023 Q4	$3.29K	Hold	20	–	–	﹤0.01%	367
2023 Q3	$2.86K	Hold	20	–	–	﹤0.01%	362
2023 Q2	$3.34K	Buy	+20	New	+$3.14K	﹤0.01%	361
2022 Q3	–	Sell	-20	Closed	-$2K	–	232
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	408
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	386
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	378
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	386
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	368
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	387
2020 Q4	$2K	Sell	20 -25	-56%	-$2.68K	﹤0.01%	385
2020 Q3	$5K	Sell	45 -432	-91%	-$35.9K	﹤0.01%	331
2020 Q2	$36K	Buy	477 +200	+72%	+$14.2K	0.02%	218
2020 Q1	$15K	Sell	277 -23	-8%	-$2.24K	0.01%	284
2019 Q4	$33K	Hold	300	–	–	0.01%	213
2019 Q3	$35K	Sell	300 -120	-29%	-$14.6K	0.02%	195
2019 Q2	$51K	Hold	420	–	–	0.02%	169
2019 Q1	$51K	Sell	420 -184	-30%	-$20.2K	0.03%	203
2018 Q4	$60K	Buy	+604	New	+$64.6K	0.03%	209

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Wealth Management Investment Advisory's DRI Position: Q4 2024 in Review

Global Wealth Management Investment Advisory sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 3,241 shares — an estimated $532K sold.

Global Wealth Management Investment Advisory first reported a position in DRI in Q4 2018 and held it in 20 quarters. The position peaked at $532K in Q3 2024. 948 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

Global Wealth Management Investment Advisory reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 3,241 Darden Restaurants shares in Q4 2024, an estimated $532K.
Global Wealth Management Investment Advisory first reported a position in Darden Restaurants in Q4 2018 and held it in 20 quarters.
Global Wealth Management Investment Advisory's Darden Restaurants position peaked at $532K in Q3 2024.
948 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.