Saranac Partners’s Darden Restaurants DRI Stock Holding History

Saranac Partners’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	-485	Closed	-$92.3K	–	97
2025 Q3	$92.3K	Buy	+485	New	+$99.7K	0.02%	269

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Saranac Partners's DRI Position: Q4 2025 in Review

Saranac Partners sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 485 shares — an estimated $92.3K sold.

Saranac Partners first reported a position in DRI in Q3 2025 and held it in 1 quarter. The position peaked at $92.3K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

Saranac Partners reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
Saranac Partners sold 485 Darden Restaurants shares in Q4 2025, an estimated $92.3K.
Saranac Partners first reported a position in Darden Restaurants in Q3 2025 and held it in 1 quarter.
Saranac Partners's Darden Restaurants position peaked at $92.3K in Q3 2025.
1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.