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Olistico Wealth’s Darden Restaurants DRI Stock Holding History

Olistico Wealth’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
2024
Q2 		– Sell
-1,794
Closed -$300K – 303
2024
Q1 		$300K Hold
1,794
– – 0.22% 87
2023
Q4 		$295K Hold
1,794
– – 0.23% 83
2023
Q3 		$257K Hold
1,794
– – 0.23% 89
2023
Q2 		$300K Hold
1,794
– – 0.26% 91
2023
Q1 		$278K Hold
1,794
– – 0.27% 83
2022
Q4 		$248K Buy
+1,794
New +$250K 0.27% 84

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Olistico Wealth's DRI Position: Q2 2024 in Review

Olistico Wealth sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 1,794 shares — an estimated $300K sold.

Olistico Wealth first reported a position in DRI in Q4 2022 and held it in 6 quarters. The position peaked at $300K in Q1 2024. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Olistico Wealth reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Olistico Wealth sold 1,794 Darden Restaurants shares in Q2 2024, an estimated $300K.
  • Olistico Wealth first reported a position in Darden Restaurants in Q4 2022 and held it in 6 quarters.
  • Olistico Wealth's Darden Restaurants position peaked at $300K in Q1 2024.
  • 897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Olistico Wealth's 13F filing for Q2 2024, filed 9 Jul 2024.