GWN Securities’s Darden Restaurants DRI Stock Holding History

GWN Securities’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 Q1	–	Sell	-1,690	Closed	-$317K	–	718
2024 Q4	$317K	Buy	+1,690	New	+$283K	0.08%	232

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

GWN Securities's DRI Position: Q1 2025 in Review

GWN Securities sold out of Darden Restaurants (DRI) in Q1 2025, closing a stake of 1,690 shares — an estimated $317K sold.

GWN Securities first reported a position in DRI in Q4 2024 and held it in 1 quarter. The position peaked at $317K in Q4 2024. 1,011 funds tracked by Wall St. Rank hold DRI as of Q1 2025.

GWN Securities reported no remaining Darden Restaurants position as of Q1 2025 after selling out during the quarter.
GWN Securities sold 1,690 Darden Restaurants shares in Q1 2025, an estimated $317K.
GWN Securities first reported a position in Darden Restaurants in Q4 2024 and held it in 1 quarter.
GWN Securities's Darden Restaurants position peaked at $317K in Q4 2024.
1,011 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.