Waterloo Capital’s Darden Restaurants DRI Stock Holding History

Waterloo Capital’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	-1,172	Closed	-$256K	–	465
2025 Q2	$256K	Buy	+1,172	New	+$243K	0.02%	387

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

Waterloo Capital's DRI Position: Q3 2025 in Review

Waterloo Capital sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 1,172 shares — an estimated $256K sold.

Waterloo Capital first reported a position in DRI in Q2 2025 and held it in 1 quarter. The position peaked at $256K in Q2 2025. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

Waterloo Capital reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
Waterloo Capital sold 1,172 Darden Restaurants shares in Q3 2025, an estimated $256K.
Waterloo Capital first reported a position in Darden Restaurants in Q2 2025 and held it in 1 quarter.
Waterloo Capital's Darden Restaurants position peaked at $256K in Q2 2025.
982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Waterloo Capital's 13F filing for Q3 2025, filed 5 Nov 2025.