Optimum Investment Advisors’s Darden Restaurants DRI Stock Holding History

Optimum Investment Advisors’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	$453K	Hold	2,380	–	–	0.18%	110
2025 Q2	$519K	Hold	2,380	–	–	0.23%	90
2025 Q1	$494K	Hold	2,380	–	–	0.23%	88
2024 Q4	$444K	Hold	2,380	–	–	0.2%	105
2024 Q3	$391K	Hold	2,380	–	–	0.17%	121
2024 Q2	$360K	Hold	2,380	–	–	0.16%	124
2024 Q1	$398K	Hold	2,380	–	–	0.18%	115
2023 Q4	$391K	Hold	2,380	–	–	0.2%	109
2023 Q3	$341K	Hold	2,380	–	–	0.17%	128
2023 Q2	$398K	Hold	2,380	–	–	0.19%	120
2023 Q1	$369K	Sell	2,380 -30	-1%	-$4.44K	0.19%	122
2022 Q4	$333K	Sell	2,410 -150	-6%	-$20.9K	0.18%	135
2022 Q3	$323K	Hold	2,560	–	–	0.17%	128
2022 Q2	$290K	Hold	2,560	–	–	0.15%	148
2022 Q1	$340K	Hold	2,560	–	–	0.14%	144
2021 Q4	$386K	Hold	2,560	–	–	0.15%	138
2021 Q3	$388K	Sell	2,560 -1,500	-37%	-$220K	0.16%	136
2021 Q2	$593K	Hold	4,060	–	–	0.19%	118
2021 Q1	$577K	Buy	4,060 +150	+4%	+$19.7K	0.17%	125
2020 Q4	$466K	Sell	3,910 -1,900	-33%	-$203K	0.14%	139
2020 Q3	$585K	Sell	5,810 -1,600	-22%	-$133K	0.2%	114
2020 Q2	$561K	Sell	7,410 -100	-1%	-$7.09K	0.2%	119
2020 Q1	$409K	Hold	7,510	–	–	0.17%	139
2019 Q4	$819K	Hold	7,510	–	–	0.24%	105
2019 Q3	$888K	Buy	7,510 +1,000	+15%	+$122K	0.28%	92
2019 Q2	$792K	Hold	6,510	–	–	0.26%	97
2019 Q1	$791K	Sell	6,510 -575	-8%	-$63K	0.26%	96
2018 Q4	$708K	Sell	7,085 -390	-5%	-$41.7K	0.24%	104
2018 Q3	$831K	Hold	7,475	–	–	0.23%	114
2018 Q2	$800K	Hold	7,475	–	–	0.23%	115
2018 Q1	$637K	Hold	7,475	–	–	0.19%	134
2017 Q4	$718K	Hold	7,475	–	–	0.23%	128
2017 Q3	$589K	Hold	7,475	–	–	0.2%	144
2017 Q2	$676K	Sell	7,475 -350	-4%	-$30.6K	0.23%	130
2017 Q1	$655K	Hold	7,825	–	–	0.23%	124
2016 Q4	$569K	Sell	7,825 -10,277	-57%	-$714K	0.21%	131
2016 Q3	$1.11M	Hold	18,102	–	–	0.42%	66
2016 Q2	$1.15M	Sell	18,102 -500	-3%	-$32.7K	0.44%	61
2016 Q1	$1.23M	Sell	18,602 -650	-3%	-$41.1K	0.49%	59
2015 Q4	$1.23M	Sell	19,252 -2,397	-11%	-$139K	0.47%	59
2015 Q3	$1.33M	Buy	+21,649	New	+$1.37M	0.54%	47
2015 Q1	$1.36M	Sell	22,013 -699	-3%	-$39.1K	0.43%	55
2014 Q4	$1.19M	Sell	22,712 -587	-3%	-$28.4K	0.38%	66
2014 Q3	$1.07M	Sell	23,299 -112	-0.5%	-$4.73K	0.36%	73
2014 Q2	$968K	Sell	23,411 -14,013	-37%	-$621K	0.31%	85
2014 Q1	$1.7M	Sell	37,424 -3,559	-9%	-$159K	0.64%	35
2013 Q4	$1.99M	Sell	40,983 -7,736	-16%	-$358K	0.75%	31
2013 Q3	$2.02M	Buy	+48,719	New	+$2.12M	0.83%	28

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's DRI Position: Q3 2025 in Review

Optimum Investment Advisors held its Darden Restaurants (DRI) position steady in Q3 2025 at 2,380 shares worth $453K. The position accounts for 0.18% of the portfolio, ranked #110.

Optimum Investment Advisors first reported a position in DRI in Q3 2013 and has held it in 48 quarters since. The position peaked at $2.02M in Q3 2013. 983 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

Optimum Investment Advisors held 2,380 shares of Darden Restaurants worth $453K as of Q3 2025.
Optimum Investment Advisors left its Darden Restaurants share count unchanged in Q3 2025.
Darden Restaurants made up 0.18% of Optimum Investment Advisors's portfolio in Q3 2025, its #110 holding.
Optimum Investment Advisors first reported a position in Darden Restaurants in Q3 2013 and has held it in 48 quarters since.
Optimum Investment Advisors's Darden Restaurants position peaked at $2.02M in Q3 2013.
983 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.