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McElhenny Sheffield Capital Management’s Darden Restaurants DRI Stock Holding History

McElhenny Sheffield 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
Q2 		– Sell
-3,715
Closed -$621K – 95
2024
Q1 		$621K Sell
3,715
-294
-7% -$48.8K 0.22% 44
2023
Q4 		$659K Buy
+4,009
New +$607K 0.27% 34
2023
Q1 		– Sell
-295
Closed -$40.8K – 214
2022
Q4 		$40.8K Buy
+295
New +$41.1K 0.02% 198

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McElhenny Sheffield Capital Management's DRI Position: Q2 2024 in Review

McElhenny Sheffield Capital Management sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 3,715 shares — an estimated $621K sold.

McElhenny Sheffield Capital Management first reported a position in DRI in Q4 2022 and held it in 3 quarters. The position peaked at $659K in Q4 2023. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • McElhenny Sheffield Capital Management reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 3,715 Darden Restaurants shares in Q2 2024, an estimated $621K.
  • McElhenny Sheffield Capital Management first reported a position in Darden Restaurants in Q4 2022 and held it in 3 quarters.
  • McElhenny Sheffield Capital Management's Darden Restaurants position peaked at $659K in Q4 2023.
  • 897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2024, filed 11 Jul 2024.