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J.W. Coons Advisors’s Darden Restaurants DRI Stock Holding History

J.W. Coons 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
Q2 		$245K Buy
1,123
+121
+12% +$25.1K 0.06% 220
2025
Q1 		$208K Buy
+1,002
New +$193K 0.05% 227

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

J.W. Coons Advisors's DRI Position: Q2 2025 in Review

J.W. Coons Advisors increased its Darden Restaurants (DRI) stake by 12% in Q2 2025, buying an estimated $25.1K and bringing the position to 1,123 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #220.

J.W. Coons Advisors first reported a position in DRI in Q1 2025 and has held it in 2 quarters since. 1,058 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • J.W. Coons Advisors held 1,123 shares of Darden Restaurants worth $245K as of Q2 2025.
  • J.W. Coons Advisors bought 121 Darden Restaurants shares in Q2 2025, an estimated $25.1K.
  • Darden Restaurants made up 0.06% of J.W. Coons Advisors's portfolio in Q2 2025, its #220 holding.
  • J.W. Coons Advisors first reported a position in Darden Restaurants in Q1 2025 and has held it in 2 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.