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Roble Belko & Company’s Darden Restaurants DRI Stock Holding History

Roble Belko & Company’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
-18
Closed -$4K – 430
2025
Q1 		$4K Buy
+18
New +$3.47K ﹤0.01% 295
2016
Q4 		– Sell
-240
Closed -$15K – 380
2016
Q3 		$15K Buy
+240
New +$14.9K 0.01% 184

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Roble Belko & Company's DRI Position: Q2 2025 in Review

Roble Belko & Company sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 18 shares — an estimated $4K sold.

Roble Belko & Company first reported a position in DRI in Q3 2016 and held it in 2 quarters. The position peaked at $15K in Q3 2016. 1,058 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Roble Belko & Company reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
  • Roble Belko & Company sold 18 Darden Restaurants shares in Q2 2025, an estimated $4K.
  • Roble Belko & Company first reported a position in Darden Restaurants in Q3 2016 and held it in 2 quarters.
  • Roble Belko & Company's Darden Restaurants position peaked at $15K in Q3 2016.
  • 1,058 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Roble Belko & Company's 13F filing for Q2 2025, filed 4 Aug 2025.