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Northwest & Ethical Investments’s Darden Restaurants DRI Stock Holding History

Northwest & Ethical Investments’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
-1,400
Closed -$270K – 513
2025
Q3 		$270K Sell
1,400
-3,134
-69% -$644K 0.01% 454
2025
Q2 		$980K Hold
4,534
– – 0.02% 326
2025
Q1 		$941K Buy
4,534
+3,834
+548% +$740K 0.03% 337
2024
Q4 		$131K Buy
+700
New +$117K ﹤0.01% 424
2020
Q2 		– Sell
-12,203
Closed -$665K – 395
2020
Q1 		$665K Buy
12,203
+304
+3% +$29.6K 0.04% 323
2019
Q4 		$1.3M Sell
11,899
-6,221
-34% -$706K 0.06% 298
2019
Q3 		$2.14M Buy
18,120
+3,198
+21% +$390K 0.1% 237
2019
Q2 		$1.82M Sell
14,922
-84
-0.6% -$10K 0.09% 269
2019
Q1 		$1.82M Sell
15,006
-294
-2% -$32.2K 0.1% 267
2018
Q4 		$1.53M Buy
15,300
+4,300
+39% +$460K 0.09% 274
2018
Q3 		$1.22M Buy
11,000
+3,700
+51% +$417K 0.08% 276
2018
Q2 		$782K Sell
7,300
-200
-3% -$18.3K 0.05% 294
2018
Q1 		$639K Sell
7,500
-10,300
-58% -$975K 0.04% 301
2017
Q4 		$1.71M Hold
17,800
– – 0.11% 234
2017
Q3 		$1.4M Buy
17,800
+500
+3% +$42.1K 0.09% 252
2017
Q2 		$1.56M Sell
17,300
-19,300
-53% -$1.69M 0.11% 222
2017
Q1 		$3.06M Buy
36,600
+6,300
+21% +$472K 0.21% 133
2016
Q4 		$2.2M Buy
+30,300
New +$2.11M 0.15% 168
2014
Q3 		– Sell
-65,664
Closed -$2.72M – 220
2014
Q2 		$2.72M Buy
65,664
+6,331
+11% +$280K 0.17% 141
2014
Q1 		$2.69M Buy
59,333
+7,733
+15% +$346K 0.18% 137
2013
Q4 		$2.51M Buy
51,600
+3,435
+7% +$159K 0.17% 142
2013
Q3 		$1.99M Buy
48,165
+12,328
+34% +$535K 0.14% 154
2013
Q2 		$1.62M Buy
+35,837
New +$1.66M 0.13% 146

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

Northwest & Ethical Investments's DRI Position: Q4 2025 in Review

Northwest & Ethical Investments sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 1,400 shares — an estimated $270K sold.

Northwest & Ethical Investments first reported a position in DRI in Q2 2013 and held it in 23 quarters. The position peaked at $3.06M in Q1 2017. 997 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Northwest & Ethical Investments reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,400 Darden Restaurants shares in Q4 2025, an estimated $270K.
  • Northwest & Ethical Investments first reported a position in Darden Restaurants in Q2 2013 and held it in 23 quarters.
  • Northwest & Ethical Investments's Darden Restaurants position peaked at $3.06M in Q1 2017.
  • 997 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Northwest & Ethical Investments's 13F filing for Q4 2025, filed 12 Feb 2026.