MGB Wealth Management’s Darden Restaurants DRI Stock Holding History

MGB Wealth 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
2025 Q4	$247K	Sell	1,338 -208	-13%	-$37.9K	0.07%	192
2025 Q3	$298K	Sell	1,546 -3,055	-66%	-$628K	0.08%	177
2025 Q2	$999K	Buy	4,601 +187	+4%	+$38.8K	0.33%	71
2025 Q1	$912K	Buy	4,414 +364	+9%	+$70.3K	0.33%	80
2024 Q4	$756K	Buy	4,050 +580	+17%	+$97.3K	0.23%	83
2024 Q3	$574K	Hold	3,470	–	–	0.21%	105
2024 Q2	$487K	Sell	3,470 -431	-11%	-$65.6K	0.18%	118
2024 Q1	$652K	Buy	3,901 +217	+6%	+$36K	0.26%	92
2023 Q4	$605K	Buy	+3,684	New	+$558K	0.3%	87

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MGB Wealth Management's DRI Position: Q4 2025 in Review

MGB Wealth Management reduced its Darden Restaurants (DRI) stake by 13% in Q4 2025, selling an estimated $37.9K and leaving 1,338 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #192.

MGB Wealth Management first reported a position in DRI in Q4 2023 and has held it in 9 quarters since. The position peaked at $999K in Q2 2025. 997 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

MGB Wealth Management held 1,338 shares of Darden Restaurants worth $247K as of Q4 2025.
MGB Wealth Management sold 208 Darden Restaurants shares in Q4 2025, an estimated $37.9K.
Darden Restaurants made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #192 holding.
MGB Wealth Management first reported a position in Darden Restaurants in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Darden Restaurants position peaked at $999K in Q2 2025.
997 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.