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Marietta Wealth Management’s Darden Restaurants DRI Stock Holding History

Marietta Wealth 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
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

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marietta Wealth Management's DRI Position: Q2 2024 in Review

Marietta Wealth Management sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 16,427 shares — an estimated $2.75M sold.

Marietta Wealth Management first reported a position in DRI in Q4 2017 and held it in 13 quarters. The position peaked at $2.76M in Q4 2023. 900 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Marietta Wealth Management reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Marietta Wealth Management sold 16,427 Darden Restaurants shares in Q2 2024, an estimated $2.75M.
  • Marietta Wealth Management first reported a position in Darden Restaurants in Q4 2017 and held it in 13 quarters.
  • Marietta Wealth Management's Darden Restaurants position peaked at $2.76M in Q4 2023.
  • 900 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Marietta Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.