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Osterweis Capital Management’s Darden Restaurants DRI Stock Holding History

Osterweis Capital Management’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
Q2 		– Sell
-5
Closed -$1.04K – 323
2025
Q1 		$1.04K Buy
+5
New +$965 ﹤0.01% 232

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BlackRock
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State Street
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osterweis Capital Management's DRI Position: Q2 2025 in Review

Osterweis Capital Management sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 5 shares — an estimated $1.04K sold.

Osterweis Capital Management first reported a position in DRI in Q1 2025 and held it in 1 quarter. The position peaked at $1.04K in Q1 2025. 1,058 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Osterweis Capital Management reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 5 Darden Restaurants shares in Q2 2025, an estimated $1.04K.
  • Osterweis Capital Management first reported a position in Darden Restaurants in Q1 2025 and held it in 1 quarter.
  • Osterweis Capital Management's Darden Restaurants position peaked at $1.04K in Q1 2025.
  • 1,058 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.