Second Half Financial Partners’s Darden Restaurants DRI Stock Holding History

Second Half Financial 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	-1,072	Closed	-$204K	–	103
2025 Q3	$204K	Sell	1,072 -13	-1%	-$2.67K	0.09%	95
2025 Q2	$236K	Hold	1,085	–	–	0.11%	78
2025 Q1	$225K	Hold	1,085	–	–	0.11%	76
2024 Q4	$203K	Buy	+1,085	New	+$182K	0.1%	92
2024 Q2	–	Sell	-1,240	Closed	-$207K	–	48
2024 Q1	$207K	Sell	1,240 -4	-0.3%	-$664	0.09%	62
2023 Q4	$204K	Buy	+1,244	New	+$188K	0.1%	49
2023 Q3	–	Sell	-1,258	Closed	-$210K	–	62
2023 Q2	$210K	Sell	1,258 -76	-6%	-$11.9K	0.05%	144
2023 Q1	$207K	Buy	+1,334	New	+$197K	0.12%	35
2022 Q3	–	Sell	-1,447	Closed	-$205K	–	43
2022 Q2	$205K	Hold	1,447	–	–	0.16%	59
2022 Q1	$205K	Buy	+1,447	New	+$200K	0.16%	59

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 $580B AUM 38.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.55T AUM 33.47% 1-Year Est. Return

Second Half Financial Partners's DRI Position: Q4 2025 in Review

Second Half Financial Partners sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 1,072 shares — an estimated $204K sold.

Second Half Financial Partners first reported a position in DRI in Q1 2022 and held it in 10 quarters. The position peaked at $236K in Q2 2025. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

Second Half Financial Partners reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
Second Half Financial Partners sold 1,072 Darden Restaurants shares in Q4 2025, an estimated $204K.
Second Half Financial Partners first reported a position in Darden Restaurants in Q1 2022 and held it in 10 quarters.
Second Half Financial Partners's Darden Restaurants position peaked at $236K in Q2 2025.
1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Second Half Financial Partners's 13F filing for Q4 2025, filed 26 Jan 2026.