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Personal CFO Solutions’s Darden Restaurants DRI Stock Holding History

Personal CFO Solutions’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
-1,075
Closed -$205K – 510
2025
Q3 		$205K Sell
1,075
-91
-8% -$18.7K 0.04% 485
2025
Q2 		$254K Buy
1,166
+9
+0.8% +$1.87K 0.05% 383
2025
Q1 		$240K Buy
1,157
+60
+5% +$11.6K 0.05% 380
2024
Q4 		$205K Buy
+1,097
New +$184K 0.04% 439
2024
Q2 		– Sell
-1,243
Closed -$208K – 549
2024
Q1 		$208K Buy
+1,243
New +$206K 0.03% 515

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Personal CFO Solutions's DRI Position: Q4 2025 in Review

Personal CFO Solutions sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 1,075 shares — an estimated $205K sold.

Personal CFO Solutions first reported a position in DRI in Q1 2024 and held it in 5 quarters. The position peaked at $254K in Q2 2025. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Personal CFO Solutions reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 1,075 Darden Restaurants shares in Q4 2025, an estimated $205K.
  • Personal CFO Solutions first reported a position in Darden Restaurants in Q1 2024 and held it in 5 quarters.
  • Personal CFO Solutions's Darden Restaurants position peaked at $254K in Q2 2025.
  • 1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Personal CFO Solutions's 13F filing for Q4 2025, filed 22 Jan 2026.