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Stephens Consulting’s Darden Restaurants DRI Stock Holding History

Stephens Consulting’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
-5
Closed -$1.09K – 610
2025
Q2 		$1.09K Buy
+5
New +$1.04K ﹤0.01% 639
2022
Q1 		– Sell
-16
Closed -$2.41K – 596
2021
Q4 		$2.41K Buy
+16
New +$2.37K ﹤0.01% 594

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's DRI Position: Q3 2025 in Review

Stephens Consulting sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 5 shares — an estimated $1.09K sold.

Stephens Consulting first reported a position in DRI in Q4 2021 and held it in 2 quarters. The position peaked at $2.41K in Q4 2021. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Stephens Consulting reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 5 Darden Restaurants shares in Q3 2025, an estimated $1.09K.
  • Stephens Consulting first reported a position in Darden Restaurants in Q4 2021 and held it in 2 quarters.
  • Stephens Consulting's Darden Restaurants position peaked at $2.41K in Q4 2021.
  • 982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.