MFA
DRI icon

McClarren Financial Advisors’s Darden Restaurants DRI Stock Holding History

McClarren Financial 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
Q3 		– Sell
-151
Closed – – 263
2024
Q2 		$0 Buy
151
+147
+3,675% +$22.4K ﹤0.01% 321
2024
Q1 		$1K Buy
4
+1
+33% +$166 ﹤0.01% 303
2023
Q4 		$1K Hold
3
– – ﹤0.01% 339
2023
Q3 		$0 Hold
3
– – ﹤0.01% 339
2023
Q2 		$0 Hold
3
– – ﹤0.01% 368
2023
Q1 		$0 Hold
3
– – ﹤0.01% 364
2022
Q4 		$0 Buy
+3
New +$418 ﹤0.01% 370

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

McClarren Financial Advisors's DRI Position: Q3 2024 in Review

McClarren Financial Advisors sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 151 shares.

McClarren Financial Advisors first reported a position in DRI in Q4 2022 and held it in 7 quarters. The position peaked at $1K in Q1 2024. 881 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • McClarren Financial Advisors reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 151 Darden Restaurants shares in Q3 2024.
  • McClarren Financial Advisors first reported a position in Darden Restaurants in Q4 2022 and held it in 7 quarters.
  • McClarren Financial Advisors's Darden Restaurants position peaked at $1K in Q1 2024.
  • 881 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on McClarren Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.