McKinley Carter Wealth Services’s Darden Restaurants DRI Stock Holding History

McKinley Carter Wealth Services’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
2025 Q4	–	Sell	-1,068	Closed	-$203K	–	323
2025 Q3	$203K	Buy	+1,068	New	+$220K	0.01%	315
2020 Q1	–	Sell	-23,331	Closed	-$2.54M	–	145
2019 Q4	$2.54M	Buy	23,331 +152	+0.7%	+$17.3K	0.59%	42
2019 Q3	$2.74M	Buy	23,179 +762	+3%	+$93K	0.7%	37
2019 Q2	$2.73M	Buy	22,417 +2,498	+13%	+$297K	0.74%	37
2019 Q1	$2.42M	Buy	+19,919	New	+$2.18M	0.68%	40

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McKinley Carter Wealth Services's DRI Position: Q4 2025 in Review

McKinley Carter Wealth Services sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 1,068 shares — an estimated $203K sold.

McKinley Carter Wealth Services first reported a position in DRI in Q1 2019 and held it in 5 quarters. The position peaked at $2.74M in Q3 2019. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

McKinley Carter Wealth Services reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
McKinley Carter Wealth Services sold 1,068 Darden Restaurants shares in Q4 2025, an estimated $203K.
McKinley Carter Wealth Services first reported a position in Darden Restaurants in Q1 2019 and held it in 5 quarters.
McKinley Carter Wealth Services's Darden Restaurants position peaked at $2.74M in Q3 2019.
1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2025, filed 6 Feb 2026.