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Modera Wealth Management’s Darden Restaurants DRI Stock Holding History

Modera 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
Q3 		– Sell
-976
Closed -$213K – 653
2025
Q2 		$213K Sell
976
-651
-40% -$135K ﹤0.01% 614
2025
Q1 		$338K Buy
1,627
+12
+0.7% +$2.32K ﹤0.01% 493
2024
Q4 		$302K Buy
+1,615
New +$271K ﹤0.01% 516
2022
Q1 		– Sell
-2,907
Closed -$438K – 416
2021
Q4 		$438K Buy
+2,907
New +$430K 0.02% 308

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Modera Wealth Management's DRI Position: Q3 2025 in Review

Modera Wealth Management sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 976 shares — an estimated $213K sold.

Modera Wealth Management first reported a position in DRI in Q4 2021 and held it in 4 quarters. The position peaked at $438K in Q4 2021. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Modera Wealth Management reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 976 Darden Restaurants shares in Q3 2025, an estimated $213K.
  • Modera Wealth Management first reported a position in Darden Restaurants in Q4 2021 and held it in 4 quarters.
  • Modera Wealth Management's Darden Restaurants position peaked at $438K in Q4 2021.
  • 982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.