Maxwell Wealth Strategies’s Darden Restaurants DRI Stock Holding History

Maxwell Wealth Strategies’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	$1.41M	Sell	7,564 -5	-0.1%	-$838	0.58%	48
2024 Q3	$1.22M	Sell	7,569 -766	-9%	-$116K	0.52%	59
2024 Q2	$1.26M	Sell	8,335 -97	-1%	-$14.8K	0.62%	54
2024 Q1	$1.25M	Sell	8,432 -8,105	-49%	-$1.35M	0.63%	56
2023 Q4	$2.72M	Buy	+16,537	New	+$2.5M	1.78%	17

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

Maxwell Wealth Strategies's DRI Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Darden Restaurants (DRI) stake by 0.07% in Q4 2024, selling an estimated $838 and leaving 7,564 shares worth $1.41M. The position accounts for 0.58% of the portfolio, ranked #48.

Maxwell Wealth Strategies first reported a position in DRI in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.72M in Q4 2023. 944 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

Maxwell Wealth Strategies held 7,564 shares of Darden Restaurants worth $1.41M as of Q4 2024.
Maxwell Wealth Strategies sold 5 Darden Restaurants shares in Q4 2024, an estimated $838.
Darden Restaurants made up 0.58% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #48 holding.
Maxwell Wealth Strategies first reported a position in Darden Restaurants in Q4 2023 and has held it in 5 quarters since.
Maxwell Wealth Strategies's Darden Restaurants position peaked at $2.72M in Q4 2023.
944 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.