USA Financial Formulas’s Darden Restaurants DRI Stock Holding History

USA Financial Formulas’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	-4,265	Closed	-$930K	–	276
2025 Q2	$930K	Sell	4,265 -1,609	-27%	-$334K	0.16%	57
2025 Q1	$1.22M	Buy	+5,874	New	+$1.13M	0.2%	37
2024 Q2	–	Sell	-588	Closed	-$98.3K	–	323
2024 Q1	$98.3K	Sell	588 -96	-14%	-$15.9K	0.02%	208
2023 Q4	$112K	Buy	684 +672	+5,600%	+$102K	0.02%	155
2023 Q3	$1.72K	Sell	12 -980	-99%	-$155K	﹤0.01%	344
2023 Q2	$166K	Buy	+992	New	+$156K	0.25%	74
2022 Q1	–	Sell	-4	Closed	-$1K	–	384
2021 Q4	$1K	Buy	+4	New	+$591	﹤0.01%	313
2017 Q3	–	Sell	-42,138	Closed	-$3.81M	–	269
2017 Q2	$3.81M	Buy	+42,138	New	+$3.68M	0.92%	31
2015 Q4	–	Sell	-44,852	Closed	-$2.75M	–	100
2015 Q3	$2.75M	Buy	44,852 +11,734	+35%	+$744K	1.78%	19
2015 Q2	$2.1M	Buy	+33,118	New	+$1.96M	0.65%	45

Other funds holding DRI

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

USA Financial Formulas's DRI Position: Q3 2025 in Review

USA Financial Formulas sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 4,265 shares — an estimated $930K sold.

USA Financial Formulas first reported a position in DRI in Q2 2015 and held it in 10 quarters. The position peaked at $3.81M in Q2 2017. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

USA Financial Formulas reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
USA Financial Formulas sold 4,265 Darden Restaurants shares in Q3 2025, an estimated $930K.
USA Financial Formulas first reported a position in Darden Restaurants in Q2 2015 and held it in 10 quarters.
USA Financial Formulas's Darden Restaurants position peaked at $3.81M in Q2 2017.
982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.