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Investment Research & Advisory Group’s Darden Restaurants DRI Stock Holding History

Investment Research & Advisory Group’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
-24
Closed -$4.99K – 256
2025
Q1 		$4.99K Buy
+24
New +$4.63K ﹤0.01% 194
2020
Q2 		– Sell
-15
Closed -$1K – 147
2020
Q1 		$1K Hold
15
– – ﹤0.01% 144
2019
Q4 		$2K Buy
+15
New +$1.7K ﹤0.01% 182

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investment Research & Advisory Group's DRI Position: Q2 2025 in Review

Investment Research & Advisory Group sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 24 shares — an estimated $4.99K sold.

Investment Research & Advisory Group first reported a position in DRI in Q4 2019 and held it in 3 quarters. The position peaked at $4.99K in Q1 2025. 1,058 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Investment Research & Advisory Group reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
  • Investment Research & Advisory Group sold 24 Darden Restaurants shares in Q2 2025, an estimated $4.99K.
  • Investment Research & Advisory Group first reported a position in Darden Restaurants in Q4 2019 and held it in 3 quarters.
  • Investment Research & Advisory Group's Darden Restaurants position peaked at $4.99K in Q1 2025.
  • 1,058 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Investment Research & Advisory Group's 13F filing for Q2 2025, filed 17 Jul 2025.