LSA
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Lion Street Advisors’s Darden Restaurants DRI Stock Holding History

Lion Street 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
Q3 		$8.27M Buy
57,370
+37,341
+186% +$7.68M 2.86% 2
2025
Q2 		$4.37M Sell
20,029
-113
-0.6% -$23.5K 1.32% 10
2025
Q1 		$4.18M Hold
20,142
– – 1.33% 11
2024
Q4 		$3.76M Buy
20,142
+69
+0.3% +$11.6K 1.2% 12
2024
Q3 		$3.29M Sell
20,073
-14
-0.1% -$2.12K 1.15% 15
2024
Q2 		$3.04M Hold
20,087
– – 1.13% 16
2024
Q1 		$3.3M Hold
20,087
– – 1.35% 10
2023
Q4 		$3.3M Sell
20,087
-37,380
-65% -$5.66M 1.35% 10
2023
Q3 		$8.23M Buy
57,467
+97
+0.2% +$15.4K 2.69% 2
2023
Q2 		$8.27M Sell
57,370
-101
-0.2% -$15.9K 2.78% 2
2023
Q1 		$8.92M Buy
57,471
+101
+0.2% +$14.9K 2.76% 2
2022
Q4 		$8.27M Sell
57,370
-109
-0.2% -$15.2K 4.33% 2
2022
Q3 		$7.26M Buy
57,479
+109
+0.2% +$13.6K 3.62% 2
2022
Q2 		$8.27M Sell
57,370
-100
-0.2% -$12.5K 4.33% 2
2022
Q1 		$7.64M Buy
57,470
+100
+0.2% +$13.8K 3.91% 2
2021
Q4 		$8.64M Hold
57,370
– – 4.23% 2
2021
Q3 		$8.69M Buy
+57,370
New +$8.43M 4.69% 2
2020
Q2 		– Sell
-87
Closed -$5K – 130
2020
Q1 		$5K Buy
+87
New +$8.46K 0.03% 242

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return