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Trifecta Capital Advisors’s Darden Restaurants DRI Stock Holding History

Trifecta 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
Q3 		– Sell
-4
Closed -$872 – 475
2025
Q2 		$872 Buy
+4
New +$830 ﹤0.01% 452

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BlackRock
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State Street
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Wellington Management Group
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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

Trifecta Capital Advisors's DRI Position: Q3 2025 in Review

Trifecta Capital Advisors sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 4 shares — an estimated $872 sold.

Trifecta Capital Advisors first reported a position in DRI in Q2 2025 and held it in 1 quarter. The position peaked at $872 in Q2 2025. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Trifecta Capital Advisors reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 4 Darden Restaurants shares in Q3 2025, an estimated $872.
  • Trifecta Capital Advisors first reported a position in Darden Restaurants in Q2 2025 and held it in 1 quarter.
  • Trifecta Capital Advisors's Darden Restaurants position peaked at $872 in Q2 2025.
  • 982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Trifecta Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.