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Oak Thistle LLC’s Darden Restaurants DRI Stock Holding History

Oak Thistle LLC’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
-2,589
Closed -$564K – 509
2025
Q2 		$564K Buy
+2,589
New +$537K 0.08% 357
2024
Q4 		– Sell
-10,193
Closed -$1.67M – 437
2024
Q3 		$1.67M Buy
+10,193
New +$1.54M 0.54% 28
2024
Q1 		– Sell
-3,511
Closed -$577K – 355
2023
Q4 		$577K Buy
+3,511
New +$532K 0.17% 254
2023
Q3 		– Sell
-1,882
Closed -$314K – 496
2023
Q2 		$314K Buy
+1,882
New +$296K 0.17% 243

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oak Thistle LLC's DRI Position: Q3 2025 in Review

Oak Thistle LLC sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 2,589 shares — an estimated $564K sold.

Oak Thistle LLC first reported a position in DRI in Q2 2023 and held it in 4 quarters. The position peaked at $1.67M in Q3 2024. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Oak Thistle LLC reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 2,589 Darden Restaurants shares in Q3 2025, an estimated $564K.
  • Oak Thistle LLC first reported a position in Darden Restaurants in Q2 2023 and held it in 4 quarters.
  • Oak Thistle LLC's Darden Restaurants position peaked at $1.67M in Q3 2024.
  • 986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Oak Thistle LLC's 13F filing for Q3 2025, filed 7 Oct 2025.