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Westwood Holdings Group’s Darden Restaurants DRI Stock Holding History

Westwood Holdings Group’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
-314,564
Closed -$68.6M – 501
2025
Q2 		$68.6M Sell
314,564
-53,224
-14% -$11M 0.49% 86
2025
Q1 		$76.4M Sell
367,788
-87,589
-19% -$16.9M 0.58% 62
2024
Q4 		$85M Sell
455,377
-3,031
-0.7% -$508K 0.65% 42
2024
Q3 		$75.2M Buy
458,408
+16,993
+4% +$2.57M 0.32% 105
2024
Q2 		$66.8M Buy
441,415
+5,276
+1% +$803K 0.31% 103
2024
Q1 		$72.9M Buy
+436,139
New +$72.4M 0.57% 69

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Westwood Holdings Group's DRI Position: Q3 2025 in Review

Westwood Holdings Group sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 314,564 shares — an estimated $68.6M sold.

Westwood Holdings Group first reported a position in DRI in Q1 2024 and held it in 6 quarters. The position peaked at $85M in Q4 2024. 986 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Westwood Holdings Group reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 314,564 Darden Restaurants shares in Q3 2025, an estimated $68.6M.
  • Westwood Holdings Group first reported a position in Darden Restaurants in Q1 2024 and held it in 6 quarters.
  • Westwood Holdings Group's Darden Restaurants position peaked at $85M in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Westwood Holdings Group's 13F filing for Q3 2025, filed 14 Nov 2025.