Sierra Ocean’s Darden Restaurants DRI Stock Holding History

Sierra Ocean’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	–	Sell	-29	Closed	-$6.38K	–	301
2025 Q2	$6.38K	Hold	29	–	–	﹤0.01%	549
2025 Q1	$6.08K	Hold	29	–	–	﹤0.01%	539
2024 Q4	$5.46K	Buy	+29	New	+$4.86K	﹤0.01%	567

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

Sierra Ocean's DRI Position: Q3 2025 in Review

Sierra Ocean sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 29 shares — an estimated $6.38K sold.

Sierra Ocean first reported a position in DRI in Q4 2024 and held it in 3 quarters. The position peaked at $6.38K in Q2 2025. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

Sierra Ocean reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 29 Darden Restaurants shares in Q3 2025, an estimated $6.38K.
Sierra Ocean first reported a position in Darden Restaurants in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Darden Restaurants position peaked at $6.38K in Q2 2025.
982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.