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Rise Advisors’s Darden Restaurants DRI Stock Holding History

Rise 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
Q4 		– Sell
-203
Closed -$38.6K – 479
2025
Q3 		$38.6K Hold
203
– – 0.01% 311
2025
Q2 		$44.2K Buy
203
+2
+1% +$415 0.02% 263
2025
Q1 		$41.8K Buy
201
+49
+32% +$9.46K 0.02% 262
2024
Q4 		$28.3K Sell
152
-6
-4% -$1.01K 0.01% 427
2024
Q3 		$25.9K Buy
158
+2
+1% +$303 0.01% 499
2024
Q2 		$23.7K Buy
156
+1
+0.6% +$152 0.01% 509
2024
Q1 		$25.9K Buy
155
+88
+131% +$14.6K 0.01% 469
2023
Q4 		$10.9K Buy
67
+1
+2% +$151 0.01% 313
2023
Q3 		$9.45K Hold
66
– – 0.01% 321
2023
Q2 		$10.9K Buy
66
+1
+2% +$157 0.01% 328
2023
Q1 		$10.1K Buy
65
+1
+2% +$148 0.01% 359
2022
Q4 		$8.92K Hold
64
– – 0.01% 366
2022
Q3 		$8K Sell
64
-5
-7% -$625 0.01% 369
2022
Q2 		$8K Hold
69
– – 0.01% 368
2022
Q1 		$9K Buy
69
+1
+1% +$138 0.01% 340
2021
Q4 		$10.3K Buy
+68
New +$10.1K 0.01% 324

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

Rise Advisors's DRI Position: Q4 2025 in Review

Rise Advisors sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 203 shares — an estimated $38.6K sold.

Rise Advisors first reported a position in DRI in Q4 2021 and held it in 16 quarters. The position peaked at $44.2K in Q2 2025. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Rise Advisors reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 203 Darden Restaurants shares in Q4 2025, an estimated $38.6K.
  • Rise Advisors first reported a position in Darden Restaurants in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Darden Restaurants position peaked at $44.2K in Q2 2025.
  • 1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.