PWMAG
DRI icon

Pinnacle Wealth Management Advisory Group’s Darden Restaurants DRI Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-967
Closed -$211K – 403
2025
Q2 		$211K Buy
+967
New +$201K 0.02% 351

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's DRI Position: Q3 2025 in Review

Pinnacle Wealth Management Advisory Group sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 967 shares — an estimated $211K sold.

Pinnacle Wealth Management Advisory Group first reported a position in DRI in Q2 2025 and held it in 1 quarter. The position peaked at $211K in Q2 2025. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Pinnacle Wealth Management Advisory Group reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 967 Darden Restaurants shares in Q3 2025, an estimated $211K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Darden Restaurants in Q2 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Darden Restaurants position peaked at $211K in Q2 2025.
  • 982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.