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Summit Wealth Group (Colorado)’s Darden Restaurants DRI Stock Holding History

Summit Wealth Group (Colorado)’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
-3,257
Closed -$466K – 359
2025
Q3 		$466K Buy
+3,257
New +$670K 0.05% 276

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Summit Wealth Group (Colorado)'s DRI Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 3,257 shares — an estimated $466K sold.

Summit Wealth Group (Colorado) first reported a position in DRI in Q3 2025 and held it in 1 quarter. The position peaked at $466K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,257 Darden Restaurants shares in Q4 2025, an estimated $466K.
  • Summit Wealth Group (Colorado) first reported a position in Darden Restaurants in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Darden Restaurants position peaked at $466K in Q3 2025.
  • 1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.