Schechter Investment Advisors’s Darden Restaurants DRI Stock Holding History

Schechter Investment 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 Q1	$273K	Sell	1,313 -471	-26%	-$90.9K	0.02%	488
2024 Q4	$333K	Sell	1,784 -205	-10%	-$34.4K	0.03%	466
2024 Q3	$326K	Buy	1,989 +71	+4%	+$10.7K	0.02%	481
2024 Q2	$290K	Sell	1,918 -301	-14%	-$45.8K	0.02%	481
2024 Q1	$371K	Buy	2,219 +125	+6%	+$20.7K	0.03%	448
2023 Q4	$344K	Buy	2,094 +6	+0.3%	+$908	0.03%	431
2023 Q3	$299K	Buy	2,088 +2	+0.1%	+$317	0.03%	449
2023 Q2	$349K	Sell	2,086 -36	-2%	-$5.66K	0.03%	457
2023 Q1	$329K	Buy	2,122 +81	+4%	+$12K	0.03%	504
2022 Q4	$282K	Buy	2,041 +138	+7%	+$19.2K	0.03%	641
2022 Q3	$241K	Buy	+1,903	New	+$238K	0.02%	780

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Schechter Investment Advisors's DRI Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Darden Restaurants (DRI) stake by 26% in Q1 2025, selling an estimated $90.9K and leaving 1,313 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #488.

Schechter Investment Advisors first reported a position in DRI in Q3 2022 and has held it in 11 quarters since. The position peaked at $371K in Q1 2024. 1,011 funds tracked by Wall St. Rank hold DRI as of Q1 2025.

Schechter Investment Advisors held 1,313 shares of Darden Restaurants worth $273K as of Q1 2025.
Schechter Investment Advisors sold 471 Darden Restaurants shares in Q1 2025, an estimated $90.9K.
Darden Restaurants made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #488 holding.
Schechter Investment Advisors first reported a position in Darden Restaurants in Q3 2022 and has held it in 11 quarters since.
Schechter Investment Advisors's Darden Restaurants position peaked at $371K in Q1 2024.
1,011 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.