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Monument Capital Management’s Darden Restaurants DRI Stock Holding History

Monument 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
2025
Q4 		– Sell
-13,477
Closed -$2.57M – 228
2025
Q3 		$2.57M Buy
13,477
+197
+1% +$40.5K 0.64% 65
2025
Q2 		$2.89M Buy
+13,280
New +$2.76M 0.75% 62
2023
Q3 		– Sell
-1,754
Closed -$293K – 171
2023
Q2 		$293K Buy
+1,754
New +$276K 0.09% 133

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Monument Capital Management's DRI Position: Q4 2025 in Review

Monument Capital Management sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 13,477 shares — an estimated $2.57M sold.

Monument Capital Management first reported a position in DRI in Q2 2023 and held it in 3 quarters. The position peaked at $2.89M in Q2 2025. 998 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Monument Capital Management reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Monument Capital Management sold 13,477 Darden Restaurants shares in Q4 2025, an estimated $2.57M.
  • Monument Capital Management first reported a position in Darden Restaurants in Q2 2023 and held it in 3 quarters.
  • Monument Capital Management's Darden Restaurants position peaked at $2.89M in Q2 2025.
  • 998 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Monument Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.