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MWM
Marietta Wealth Management’s
Darden Restaurants
DRI
Stock Holding History
Marietta Wealth Management’s Portfolio
DRI Stock Details
DRI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-16,427
Closed
-$2.75M
–
109
2024
Q1
$2.75M
Sell
16,427
-377
-2%
-$62.6K
0.45%
77
2023
Q4
$2.76M
Buy
16,804
+342
+2%
+$51.8K
0.49%
73
2023
Q3
$2.36M
Buy
16,462
+374
+2%
+$59.3K
0.47%
77
2023
Q2
$2.69M
Sell
16,088
-140
-0.9%
-$22K
0.51%
75
2023
Q1
$2.52M
Sell
16,228
-307
-2%
-$45.4K
0.53%
73
2022
Q4
$2.29M
Buy
16,535
+457
+3%
+$63.7K
0.52%
75
2022
Q3
$2.03M
Buy
16,078
+432
+3%
+$54K
0.51%
74
2022
Q2
$1.77M
Sell
15,646
-1,473
-9%
-$184K
0.43%
75
2022
Q1
$2.28M
Buy
17,119
+1,840
+12%
+$254K
0.48%
76
2021
Q4
$2.3M
Buy
15,279
+1,478
+11%
+$218K
0.46%
76
2021
Q3
$2.09M
Buy
+13,801
New
+$2.03M
0.46%
78
2019
Q2
–
Sell
-1,928
Closed
-$234K
–
112
2019
Q1
$234K
Buy
+1,928
New
+$211K
0.1%
110
2018
Q1
–
Sell
-2,298
Closed
-$221K
–
121
2017
Q4
$221K
Buy
+2,298
New
+$194K
0.12%
108
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$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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