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Traphagen Investment Advisors’s Darden Restaurants DRI Stock Holding History

Traphagen Investment 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
Q3 		– Sell
-1,000
Closed -$218K – 194
2025
Q2 		$218K Hold
1,000
– – 0.02% 171
2025
Q1 		$208K Buy
+1,000
New +$193K 0.02% 168

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Traphagen Investment Advisors's DRI Position: Q3 2025 in Review

Traphagen Investment Advisors sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 1,000 shares — an estimated $218K sold.

Traphagen Investment Advisors first reported a position in DRI in Q1 2025 and held it in 2 quarters. The position peaked at $218K in Q2 2025. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Traphagen Investment Advisors reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Traphagen Investment Advisors sold 1,000 Darden Restaurants shares in Q3 2025, an estimated $218K.
  • Traphagen Investment Advisors first reported a position in Darden Restaurants in Q1 2025 and held it in 2 quarters.
  • Traphagen Investment Advisors's Darden Restaurants position peaked at $218K in Q2 2025.
  • 982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Traphagen Investment Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.