NewSquare Capital’s Darden Restaurants DRI Stock Holding History

NewSquare Capital’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	-71	Closed	-$15.5K	–	459
2025 Q2	$15.5K	Buy	71 +2	+3%	+$415	﹤0.01%	538
2025 Q1	$14.3K	Buy	69 +58	+527%	+$11.2K	﹤0.01%	457
2024 Q4	$2.05K	Buy	+11	New	+$1.84K	﹤0.01%	545
2024 Q2	–	Sell	-24	Closed	-$4.01K	–	378
2024 Q1	$4.01K	Hold	24	–	–	﹤0.01%	309
2023 Q4	$3.94K	Hold	24	–	–	﹤0.01%	333
2023 Q3	$3.44K	Hold	24	–	–	﹤0.01%	406
2023 Q2	$4.01K	Sell	24 -15	-38%	-$2.36K	﹤0.01%	448
2023 Q1	$6.05K	Hold	39	–	–	﹤0.01%	422
2022 Q4	$5.39K	Hold	39	–	–	﹤0.01%	361
2022 Q3	$5K	Buy	39 +24	+160%	+$3K	﹤0.01%	302
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	323
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	340
2021 Q4	$2K	Sell	15 -25	-63%	-$3.7K	﹤0.01%	342
2021 Q3	$6K	Hold	40	–	–	﹤0.01%	302
2021 Q2	$6K	Hold	40	–	–	﹤0.01%	290
2021 Q1	$6K	Hold	40	–	–	﹤0.01%	270
2020 Q4	$5K	Hold	40	–	–	﹤0.01%	288
2020 Q3	$4K	Hold	40	–	–	﹤0.01%	268
2020 Q2	$3K	Hold	40	–	–	﹤0.01%	287
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	313
2019 Q4	$4K	Hold	40	–	–	﹤0.01%	263
2019 Q3	$5K	Hold	40	–	–	﹤0.01%	225
2019 Q2	$5K	Hold	40	–	–	﹤0.01%	286
2019 Q1	$5K	Hold	40	–	–	﹤0.01%	271
2018 Q4	$4K	Buy	+40	New	+$4.28K	﹤0.01%	269

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital's DRI Position: Q3 2025 in Review

NewSquare Capital sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 71 shares — an estimated $15.5K sold.

NewSquare Capital first reported a position in DRI in Q4 2018 and held it in 25 quarters. The position peaked at $15.5K in Q2 2025. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

NewSquare Capital reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 71 Darden Restaurants shares in Q3 2025, an estimated $15.5K.
NewSquare Capital first reported a position in Darden Restaurants in Q4 2018 and held it in 25 quarters.
NewSquare Capital's Darden Restaurants position peaked at $15.5K in Q2 2025.
986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.