Van Hulzen Asset Management’s Darden Restaurants DRI Stock Holding History

Van Hulzen Asset Management’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	-424	Closed	-$79.1K	–	501
2024 Q4	$79.1K	Buy	+424	New	+$71.1K	0.01%	434
2023 Q4	–	Sell	-20,922	Closed	-$3M	–	311
2023 Q3	$3M	Buy	+20,922	New	+$3.32M	0.23%	75
2023 Q2	–	Sell	-1,556	Closed	-$241K	–	313
2023 Q1	$241K	Sell	1,556 -95,094	-98%	-$14.1M	0.02%	255
2022 Q4	$13.4M	Buy	96,650 +5,128	+6%	+$715K	1.54%	16
2022 Q3	$11.6M	Buy	91,522 +73,932	+420%	+$9.24M	1.43%	19
2022 Q2	$1.99M	Sell	17,590 -87,937	-83%	-$11M	0.24%	87
2022 Q1	$14M	Buy	105,527 +53,427	+103%	+$7.38M	1.49%	16
2021 Q4	$7.85M	Buy	+52,100	New	+$7.7M	0.86%	37

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Van Hulzen Asset Management's DRI Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Darden Restaurants (DRI) in Q1 2025, closing a stake of 424 shares — an estimated $79.1K sold.

Van Hulzen Asset Management first reported a position in DRI in Q4 2021 and held it in 8 quarters. The position peaked at $14M in Q1 2022. 1,012 funds tracked by Wall St. Rank hold DRI as of Q1 2025.

Van Hulzen Asset Management reported no remaining Darden Restaurants position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 424 Darden Restaurants shares in Q1 2025, an estimated $79.1K.
Van Hulzen Asset Management first reported a position in Darden Restaurants in Q4 2021 and held it in 8 quarters.
Van Hulzen Asset Management's Darden Restaurants position peaked at $14M in Q1 2022.
1,012 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.