M&R Capital Management’s Darden Restaurants DRI Stock Holding History

M&R Capital Management’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	$219K	Buy	+1,334	New	+$202K	0.05%	126
2018 Q1	–	Sell	-1,300	Closed	-$124K	–	527
2017 Q4	$124K	Hold	1,300	–	–	0.03%	222
2017 Q3	$102K	Hold	1,300	–	–	0.02%	232
2017 Q2	$108K	Buy	+1,300	New	+$114K	0.03%	228
2016 Q4	–	Sell	-3,200	Closed	-$196K	–	555
2016 Q3	$196K	Buy	3,200 +700	+28%	+$43.4K	0.06%	169
2016 Q2	$158K	Buy	+2,500	New	+$164K	0.05%	181

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

M&R Capital Management's DRI Position: Q3 2024 in Review

M&R Capital Management opened a new position in Darden Restaurants (DRI) in Q3 2024: 1,334 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #126 among its holdings. This is a return to the name: M&R Capital Management previously reported a position in DRI as recently as Q4 2017.

M&R Capital Management first reported a position in DRI in Q2 2016 and has held it in 6 quarters since. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

M&R Capital Management held 1,334 shares of Darden Restaurants worth $219K as of Q3 2024.
Darden Restaurants was a new M&R Capital Management position in Q3 2024.
Darden Restaurants made up 0.05% of M&R Capital Management's portfolio in Q3 2024, its #126 holding.
M&R Capital Management first reported a position in Darden Restaurants in Q2 2016 and has held it in 6 quarters since.
884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.