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Mezzasalma Advisors’s Darden Restaurants DRI Stock Holding History

Mezzasalma 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
Q2 		– Sell
-7,112
Closed -$1.19M – 84
2024
Q1 		$1.19M Sell
7,112
-4,591
-39% -$762K 0.56% 39
2023
Q4 		$1.92M Sell
11,703
-1,957
-14% -$296K 1.05% 22
2023
Q3 		$1.96M Buy
+13,660
New +$2.17M 1.21% 20

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

Mezzasalma Advisors's DRI Position: Q2 2024 in Review

Mezzasalma Advisors sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 7,112 shares — an estimated $1.19M sold.

Mezzasalma Advisors first reported a position in DRI in Q3 2023 and held it in 3 quarters. The position peaked at $1.96M in Q3 2023. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Mezzasalma Advisors reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Mezzasalma Advisors sold 7,112 Darden Restaurants shares in Q2 2024, an estimated $1.19M.
  • Mezzasalma Advisors first reported a position in Darden Restaurants in Q3 2023 and held it in 3 quarters.
  • Mezzasalma Advisors's Darden Restaurants position peaked at $1.96M in Q3 2023.
  • 897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Mezzasalma Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.