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WESPAC Advisors’s Darden Restaurants DRI Stock Holding History

WESPAC 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
Q4 		– Sell
-4,645
Closed -$884K – 193
2025
Q3 		$884K Buy
4,645
+376
+9% +$77.3K 0.52% 69
2025
Q2 		$931K Buy
+4,269
New +$886K 0.65% 58
2018
Q4 		– Sell
-6,359
Closed -$707K – 115
2018
Q3 		$707K Buy
+6,359
New +$716K 0.41% 79

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WESPAC Advisors's DRI Position: Q4 2025 in Review

WESPAC Advisors sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 4,645 shares — an estimated $884K sold.

WESPAC Advisors first reported a position in DRI in Q3 2018 and held it in 3 quarters. The position peaked at $931K in Q2 2025. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • WESPAC Advisors reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • WESPAC Advisors sold 4,645 Darden Restaurants shares in Q4 2025, an estimated $884K.
  • WESPAC Advisors first reported a position in Darden Restaurants in Q3 2018 and held it in 3 quarters.
  • WESPAC Advisors's Darden Restaurants position peaked at $931K in Q2 2025.
  • 1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on WESPAC Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.