LM Advisors’s Darden Restaurants DRI Stock Holding History

LM 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	–	Sell	-5,223	Closed	-$1.08M	–	205
2025 Q1	$1.08M	Sell	5,223 -844	-14%	-$163K	0.2%	84
2024 Q4	$1.13M	Buy	+6,067	New	+$1.02M	0.2%	78

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LM Advisors's DRI Position: Q2 2025 in Review

LM Advisors sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 5,223 shares — an estimated $1.08M sold.

LM Advisors first reported a position in DRI in Q4 2024 and held it in 2 quarters. The position peaked at $1.13M in Q4 2024. 1,058 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

LM Advisors reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
LM Advisors sold 5,223 Darden Restaurants shares in Q2 2025, an estimated $1.08M.
LM Advisors first reported a position in Darden Restaurants in Q4 2024 and held it in 2 quarters.
LM Advisors's Darden Restaurants position peaked at $1.13M in Q4 2024.
1,058 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.