North Capital’s Darden Restaurants DRI Stock Holding History

North 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 Q4	–	Sell	-3	Closed	-$571	–	253
2025 Q3	$571	Buy	+3	New	+$617	﹤0.01%	602

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

North Capital's DRI Position: Q4 2025 in Review

North Capital sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 3 shares — an estimated $571 sold.

North Capital first reported a position in DRI in Q3 2025 and held it in 1 quarter. The position peaked at $571 in Q3 2025. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

North Capital reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
North Capital sold 3 Darden Restaurants shares in Q4 2025, an estimated $571.
North Capital first reported a position in Darden Restaurants in Q3 2025 and held it in 1 quarter.
North Capital's Darden Restaurants position peaked at $571 in Q3 2025.
1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.