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Westmount Partners’s Darden Restaurants DRI Stock Holding History

Westmount Partners’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
-935
Closed -$204K – 249
2025
Q2 		$204K Sell
935
-438
-32% -$90.9K 0.06% 239
2025
Q1 		$285K Sell
1,373
-311
-18% -$60K 0.09% 192
2024
Q4 		$314K Hold
1,684
– – 0.1% 167
2024
Q3 		$276K Hold
1,684
– – 0.08% 174
2024
Q2 		$250K Buy
1,684
+438
+35% +$66.7K 0.08% 178
2024
Q1 		$208K Hold
1,246
– – 0.07% 198
2023
Q4 		$205K Buy
+1,246
New +$189K 0.08% 191
2023
Q3 		– Sell
-1,246
Closed -$208K – 197
2023
Q2 		$208K Buy
+1,246
New +$196K 0.09% 170

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BlackRock
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westmount Partners's DRI Position: Q3 2025 in Review

Westmount Partners sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 935 shares — an estimated $204K sold.

Westmount Partners first reported a position in DRI in Q2 2023 and held it in 8 quarters. The position peaked at $314K in Q4 2024. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Westmount Partners reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Westmount Partners sold 935 Darden Restaurants shares in Q3 2025, an estimated $204K.
  • Westmount Partners first reported a position in Darden Restaurants in Q2 2023 and held it in 8 quarters.
  • Westmount Partners's Darden Restaurants position peaked at $314K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Westmount Partners's 13F filing for Q3 2025, filed 14 Oct 2025.