Tortoise Investment Management’s Darden Restaurants DRI Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-113	Closed	-$21.4K	–	566
2025 Q3	$21.4K	Buy	113 +2	+2%	+$411	﹤0.01%	511
2025 Q2	$24.2K	Buy	111 +5	+5%	+$1.04K	﹤0.01%	479
2025 Q1	$22K	Buy	106 +1	+1%	+$193	﹤0.01%	481
2024 Q4	$19.7K	Buy	105 +1	+1%	+$168	﹤0.01%	547
2024 Q3	$17.1K	Buy	104 +1	+1%	+$151	﹤0.01%	575
2024 Q2	$15.6K	Hold	103	–	–	﹤0.01%	573
2024 Q1	$17.1K	Buy	103 +1	+1%	+$166	﹤0.01%	537
2023 Q4	$16.7K	Buy	102 +1	+1%	+$151	﹤0.01%	499
2023 Q3	$14.4K	Buy	101 +1	+1%	+$159	﹤0.01%	506
2023 Q2	$16.7K	Buy	+100	New	+$15.7K	﹤0.01%	495
2020 Q1	–	Sell	-14	Closed	-$2K	–	557
2019 Q4	$2K	Hold	14	–	–	﹤0.01%	527
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	530
2019 Q2	$2K	Hold	14	–	–	﹤0.01%	557
2019 Q1	$2K	Buy	+14	New	+$1.53K	﹤0.01%	546
2017 Q3	–	Sell	-44	Closed	-$4K	–	493
2017 Q2	$4K	Hold	44	–	–	﹤0.01%	420
2017 Q1	$4K	Buy	+44	New	+$3.29K	﹤0.01%	403

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

Tortoise Investment Management's DRI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 113 shares — an estimated $21.4K sold.

Tortoise Investment Management first reported a position in DRI in Q1 2017 and held it in 16 quarters. The position peaked at $24.2K in Q2 2025. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

Tortoise Investment Management reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 113 Darden Restaurants shares in Q4 2025, an estimated $21.4K.
Tortoise Investment Management first reported a position in Darden Restaurants in Q1 2017 and held it in 16 quarters.
Tortoise Investment Management's Darden Restaurants position peaked at $24.2K in Q2 2025.
1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.