Transcend Capital Advisors’s Darden Restaurants DRI Stock Holding History

Transcend Capital Advisors’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 Q2	–	Sell	-1,761	Closed	-$366K	–	633
2025 Q1	$366K	Sell	1,761 -5	-0.3%	-$965	0.03%	430
2024 Q4	$330K	Sell	1,766 -1	-0.1%	-$168	0.02%	423
2024 Q3	$290K	Sell	1,767 -3	-0.2%	-$454	0.02%	485
2024 Q2	$268K	Hold	1,770	–	–	0.02%	488
2024 Q1	$296K	Sell	1,770 -4	-0.2%	-$664	0.02%	417
2023 Q4	$291K	Hold	1,774	–	–	0.03%	399
2023 Q3	$254K	Sell	1,774 -3	-0.2%	-$476	0.02%	402
2023 Q2	$297K	Buy	+1,777	New	+$279K	0.03%	371

Other funds holding DRI

Capital World Investors

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return