KNW
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Kesler Norman & Wride’s Darden Restaurants DRI Stock Holding History

Kesler Norman & Wride’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
Q3 		– Sell
-1,488
Closed -$225K – 225
2024
Q2 		$225K Hold
1,488
– – 0.05% 164
2024
Q1 		$249K Hold
1,488
– – 0.05% 146
2023
Q4 		$244K Hold
1,488
– – 0.06% 148
2023
Q3 		$213K Hold
1,488
– – 0.05% 153
2023
Q2 		$249K Hold
1,488
– – 0.06% 145
2023
Q1 		$231K Hold
1,488
– – 0.06% 144
2022
Q4 		$206K Buy
+1,488
New +$208K 0.05% 152
2022
Q1 		– Sell
-1,488
Closed -$224K – 144
2021
Q4 		$224K Hold
1,488
– – 0.05% 141
2021
Q3 		$225K Hold
1,488
– – 0.05% 143
2021
Q2 		$217K Hold
1,488
– – 0.05% 150
2021
Q1 		$211K Buy
+1,488
New +$196K 0.05% 146

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return