HCA
DRI icon

Heck Capital Advisors’s Darden Restaurants DRI Stock Holding History

Heck Capital Advisors’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
-5
Closed -$933 – 399
2024
Q4 		$933 Buy
+5
New +$838 ﹤0.01% 713

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Heck Capital Advisors's DRI Position: Q1 2025 in Review

Heck Capital Advisors sold out of Darden Restaurants (DRI) in Q1 2025, closing a stake of 5 shares — an estimated $933 sold.

Heck Capital Advisors first reported a position in DRI in Q4 2024 and held it in 1 quarter. The position peaked at $933 in Q4 2024. 1,013 funds tracked by Wall St. Rank hold DRI as of Q1 2025.

  • Heck Capital Advisors reported no remaining Darden Restaurants position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 5 Darden Restaurants shares in Q1 2025, an estimated $933.
  • Heck Capital Advisors first reported a position in Darden Restaurants in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Darden Restaurants position peaked at $933 in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.