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Trust Investment Advisors’s Darden Restaurants DRI Stock Holding History

Trust 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
Q1 		– Sell
-1,196
Closed -$223K – 123
2024
Q4 		$223K Buy
+1,196
New +$201K 0.14% 96
2020
Q4 		– Sell
-5,025
Closed -$506K – 75
2020
Q3 		$506K Buy
5,025
+390
+8% +$32.4K 0.59% 62
2020
Q2 		$351K Hold
4,635
– – 0.45% 66
2020
Q1 		$252K Sell
4,635
-525
-10% -$51.1K 0.42% 65
2019
Q4 		$562K Hold
5,160
– – 0.7% 58
2019
Q3 		$610K Sell
5,160
-200
-4% -$24.4K 0.79% 54
2019
Q2 		$652K Sell
5,360
-575
-10% -$68.4K 0.82% 54
2019
Q1 		$721K Sell
5,935
-375
-6% -$41.1K 0.85% 55
2018
Q4 		$630K Sell
6,310
-100
-2% -$10.7K 0.79% 55
2018
Q3 		$713K Hold
6,410
– – 0.73% 65
2018
Q2 		$686K Hold
6,410
– – 0.75% 60
2018
Q1 		$546K Buy
6,410
+1,225
+24% +$116K 0.63% 68
2017
Q4 		$498K Buy
5,185
+200
+4% +$16.9K 0.55% 68
2017
Q3 		$393K Sell
4,985
-1,325
-21% -$112K 0.44% 80
2017
Q2 		$571K Sell
6,310
-9,700
-61% -$848K 0.61% 65
2017
Q1 		$1.34M Sell
16,010
-600
-4% -$44.9K 1.44% 27
2016
Q4 		$1.21M Sell
16,610
-500
-3% -$34.8K 1.37% 34
2016
Q3 		$1.05M Buy
17,110
+1,250
+8% +$77.5K 1.19% 43
2016
Q2 		$1M Buy
15,860
+300
+2% +$19.6K 1.18% 45
2016
Q1 		$1.03M Sell
15,560
-2,200
-12% -$139K 1.16% 44
2015
Q4 		$1.13M Sell
17,760
-2,835
-14% -$165K 1.36% 28
2015
Q3 		$1.26M Sell
20,595
-783
-4% -$49.7K 1.43% 25
2015
Q2 		$1.36M Sell
21,378
-2,853
-12% -$169K 1.38% 23
2015
Q1 		$1.5M Sell
24,231
-9,453
-28% -$529K 1.49% 14
2014
Q4 		$1.76M Sell
33,684
-1,286
-4% -$62.3K 1.8% 6
2014
Q3 		$1.61M Sell
34,970
-1,678
-5% -$70.9K 1.55% 11
2014
Q2 		$1.52M Buy
36,648
+978
+3% +$43.3K 1.46% 19
2014
Q1 		$1.62M Buy
35,670
+476
+1% +$21.3K 1.63% 8
2013
Q4 		$1.71M Buy
+35,194
New +$1.63M 1.76% 6

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Trust Investment Advisors's DRI Position: Q1 2025 in Review

Trust Investment Advisors sold out of Darden Restaurants (DRI) in Q1 2025, closing a stake of 1,196 shares — an estimated $223K sold.

Trust Investment Advisors first reported a position in DRI in Q4 2013 and held it in 29 quarters. The position peaked at $1.76M in Q4 2014. 1,011 funds tracked by Wall St. Rank hold DRI as of Q1 2025.

  • Trust Investment Advisors reported no remaining Darden Restaurants position as of Q1 2025 after selling out during the quarter.
  • Trust Investment Advisors sold 1,196 Darden Restaurants shares in Q1 2025, an estimated $223K.
  • Trust Investment Advisors first reported a position in Darden Restaurants in Q4 2013 and held it in 29 quarters.
  • Trust Investment Advisors's Darden Restaurants position peaked at $1.76M in Q4 2014.
  • 1,011 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2025.

Based on Trust Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.