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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Kesler Norman & Wride's DRI Position: Q3 2024 in Review

Kesler Norman & Wride sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 1,488 shares — an estimated $225K sold.

Kesler Norman & Wride first reported a position in DRI in Q1 2021 and held it in 11 quarters. The position peaked at $249K in Q1 2024. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

Kesler Norman & Wride reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
Kesler Norman & Wride sold 1,488 Darden Restaurants shares in Q3 2024, an estimated $225K.
Kesler Norman & Wride first reported a position in Darden Restaurants in Q1 2021 and held it in 11 quarters.
Kesler Norman & Wride's Darden Restaurants position peaked at $249K in Q1 2024.
884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Kesler Norman & Wride's 13F filing for Q3 2024, filed 8 Oct 2024.