Shell Asset Management’s Darden Restaurants DRI Stock Holding History

Shell Asset Management’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 Q3	$2.02M	Sell	10,606 -15,825	-60%	-$3.25M	0.2%	104
2025 Q2	$5.76M	Buy	26,431 +12,710	+93%	+$2.64M	0.2%	99
2025 Q1	$2.85M	Sell	13,721 -479	-3%	-$92.5K	0.14%	152
2024 Q4	$2.65M	Sell	14,200 -282	-2%	-$47.3K	0.12%	161
2024 Q3	$2.38M	Buy	+14,482	New	+$2.19M	0.1%	177
2024 Q1	$3.5M	Buy	23,101 +353	+2%	+$58.6K	0.16%	119
2023 Q4	$3.74M	Buy	22,748 +5,982	+36%	+$906K	0.17%	119
2023 Q3	$2.4M	Sell	16,766 -235	-1%	-$37.3K	0.1%	205
2023 Q2	$2.84M	Sell	17,001 -653	-4%	-$103K	0.11%	181
2023 Q1	$2.74M	Sell	17,654 -60	-0.3%	-$8.88K	0.11%	190
2022 Q4	$2.45M	Sell	17,714 -3,502	-17%	-$488K	0.11%	200
2022 Q3	$2.68M	Sell	21,216 -5,299	-20%	-$662K	0.1%	200
2022 Q2	$3M	Buy	26,515 +3,553	+15%	+$444K	0.09%	226
2022 Q1	$3.05M	Buy	22,962 +6,722	+41%	+$928K	0.07%	258
2021 Q4	$2.45M	Buy	16,240 +2,893	+22%	+$428K	0.05%	317
2021 Q3	$2.02M	Sell	13,347 -9,436	-41%	-$1.39M	0.05%	331
2021 Q2	$3.33M	Buy	22,783 +2,973	+15%	+$418K	0.06%	275
2021 Q1	$2.81M	Buy	19,810 +735	+4%	+$96.7K	0.06%	303
2020 Q4	$2.27M	Buy	19,075 +4,442	+30%	+$476K	0.05%	368
2020 Q3	$1.47M	Buy	14,633 +3,033	+26%	+$252K	0.03%	386
2020 Q2	$879K	Sell	11,600 -20,575	-64%	-$1.46M	0.02%	468
2020 Q1	$1.75M	Sell	32,175 -1,571	-5%	-$153K	0.05%	327
2019 Q4	$3.68M	Buy	33,746 +5,048	+18%	+$573K	0.08%	277
2019 Q3	$3.39M	Sell	28,698 -3,906	-12%	-$477K	0.08%	273
2019 Q2	$3.97M	Sell	32,604 -1,785	-5%	-$212K	0.09%	250
2019 Q1	$4.18M	Hold	34,389	–	–	0.09%	243
2018 Q4	$3.43M	Buy	34,389 +1,053	+3%	+$113K	0.09%	253
2018 Q3	$3.71M	Sell	33,336 -1,447	-4%	-$163K	0.07%	276
2018 Q2	$3.72M	Sell	34,783 -222	-0.6%	-$20.3K	0.08%	282
2018 Q1	$2.98M	Buy	35,005 +1,502	+4%	+$142K	0.06%	324
2017 Q4	$3.22M	Sell	33,503 -125	-0.4%	-$10.6K	0.06%	302
2017 Q3	$2.65M	Sell	33,628 -161	-0.5%	-$13.6K	0.06%	316
2017 Q2	$3.06M	Sell	33,789 -2,932	-8%	-$256K	0.07%	298
2017 Q1	$3.07M	Buy	36,721 +1,348	+4%	+$101K	0.07%	296
2016 Q4	$2.57M	Sell	35,373 -15,366	-30%	-$1.07M	0.06%	326
2016 Q3	$3.11M	Sell	50,739 -3,391	-6%	-$210K	0.06%	306
2016 Q2	$3.43M	Buy	54,130 +25,539	+89%	+$1.67M	0.08%	265
2016 Q1	$1.9M	Sell	28,591 -5,965	-17%	-$377K	0.05%	388
2015 Q4	$2.2M	Sell	34,556 -18,405	-35%	-$1.07M	0.05%	357
2015 Q3	$2.44M	Buy	52,961 +20,118	+61%	+$1.28M	0.04%	393
2015 Q2	$2.09M	Sell	32,843 -1,376	-4%	-$81.4K	0.04%	413
2015 Q1	$2.12M	Sell	34,219 -10,057	-23%	-$563K	0.04%	443
2014 Q4	$2.32M	Sell	44,276 -8,685	-16%	-$421K	0.04%	429
2014 Q3	$2.44M	Sell	52,961 -6	-0%	-$253	0.04%	406
2014 Q2	$2.19M	Buy	52,967 +4,787	+10%	+$212K	0.03%	448
2014 Q1	$2.19M	Hold	48,180	–	–	0.04%	458
2013 Q4	$2.34M	Sell	48,180 -23,373	-33%	-$1.08M	0.04%	439
2013 Q3	$2.96M	Buy	71,553 +12,737	+22%	+$553K	0.05%	366
2013 Q2	$2.65M	Buy	+58,816	New	+$2.72M	0.05%	375

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shell Asset Management's DRI Position: Q3 2025 in Review

Shell Asset Management reduced its Darden Restaurants (DRI) stake by 60% in Q3 2025, selling an estimated $3.25M and leaving 10,606 shares worth $2.02M. The position accounts for 0.2% of the portfolio, ranked #104.

Shell Asset Management first reported a position in DRI in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.76M in Q2 2025. 983 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

Shell Asset Management held 10,606 shares of Darden Restaurants worth $2.02M as of Q3 2025.
Shell Asset Management sold 15,825 Darden Restaurants shares in Q3 2025, an estimated $3.25M.
Darden Restaurants made up 0.2% of Shell Asset Management's portfolio in Q3 2025, its #104 holding.
Shell Asset Management first reported a position in Darden Restaurants in Q2 2013 and has held it in 49 quarters since.
Shell Asset Management's Darden Restaurants position peaked at $5.76M in Q2 2025.
983 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.