SAG
DRI icon

SageView Advisory Group’s Darden Restaurants DRI Stock Holding History

SageView 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
Q4 		$355K Sell
1,930
-34
-2% -$6.2K 0.01% 433
2025
Q3 		$374K Buy
1,964
+49
+3% +$10.1K 0.01% 452
2025
Q2 		$389K Buy
1,915
+30
+2% +$6.23K 0.01% 430
2025
Q1 		$392K Buy
1,885
+23
+1% +$4.44K 0.02% 397
2024
Q4 		$348K Buy
1,862
+45
+2% +$7.55K 0.02% 411
2024
Q3 		$298K Sell
1,817
-936
-34% -$142K 0.02% 399
2024
Q2 		$417K Buy
2,753
+488
+22% +$74.3K 0.02% 369
2024
Q1 		$379K Sell
2,265
-1,007
-31% -$167K 0.02% 371
2023
Q4 		$536K Buy
3,272
+854
+35% +$129K 0.02% 379
2023
Q3 		$346K Buy
2,418
+12
+0.5% +$1.9K 0.02% 394
2023
Q2 		$402K Buy
2,406
+581
+32% +$91.3K 0.02% 388
2023
Q1 		$283K Buy
1,825
+108
+6% +$16K 0.02% 395
2022
Q4 		$237K Buy
+1,717
New +$239K 0.02% 372

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's DRI Position: Q4 2025 in Review

SageView Advisory Group reduced its Darden Restaurants (DRI) stake by 1.7% in Q4 2025, selling an estimated $6.2K and leaving 1,930 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #433.

SageView Advisory Group first reported a position in DRI in Q4 2022 and has held it in 13 quarters since. The position peaked at $536K in Q4 2023. 998 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • SageView Advisory Group held 1,930 shares of Darden Restaurants worth $355K as of Q4 2025.
  • SageView Advisory Group sold 34 Darden Restaurants shares in Q4 2025, an estimated $6.2K.
  • Darden Restaurants made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #433 holding.
  • SageView Advisory Group first reported a position in Darden Restaurants in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Darden Restaurants position peaked at $536K in Q4 2023.
  • 998 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.