Loring Wolcott & Coolidge Fiduciary Advisors’s Darden Restaurants DRI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024 Q4	–	Sell	-35	Closed	-$5.69K	–	570
2024 Q3	$5.69K	Buy	+35	New	+$5.3K	﹤0.01%	521
2021 Q3	–	Sell	-23	Closed	-$3K	–	801
2021 Q2	$3K	Buy	+23	New	+$3.24K	﹤0.01%	787
2018 Q1	–	Sell	-9	Closed	–	–	742
2017 Q4	$0	Hold	9	–	–	﹤0.01%	773
2017 Q3	$1K	Buy	+9	New	+$758	﹤0.01%	705

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DRI Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 35 shares — an estimated $5.69K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DRI in Q3 2017 and held it in 4 quarters. The position peaked at $5.69K in Q3 2024. 945 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 35 Darden Restaurants shares in Q4 2024, an estimated $5.69K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Darden Restaurants in Q3 2017 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Darden Restaurants position peaked at $5.69K in Q3 2024.
945 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.