WR Wealth Planners’s Darden Restaurants DRI Stock Holding History

WR Wealth Planners’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
2024 Q4	$19.2K	Sell	103 -101	-50%	-$16.9K	0.01%	467
2024 Q3	$33.5K	Buy	204 +20	+11%	+$3.03K	0.01%	396
2024 Q2	$27.8K	Buy	184 +10	+6%	+$1.52K	0.01%	402
2024 Q1	$29.1K	Buy	+174	New	+$28.9K	0.01%	399
2023 Q4	–	Sell	-161	Closed	-$23.1K	–	358
2023 Q3	$23.1K	Hold	161	–	–	0.01%	408
2023 Q2	$26.9K	Sell	161 -9	-5%	-$1.41K	0.01%	394
2023 Q1	$26.4K	Buy	170 +109	+179%	+$16.1K	0.01%	388
2022 Q4	$8.44K	Hold	61	–	–	0.01%	281
2022 Q3	$7.71K	Hold	61	–	–	0.01%	280
2022 Q2	$6.9K	Hold	61	–	–	﹤0.01%	317
2022 Q1	$8.11K	Buy	+61	New	+$8.42K	﹤0.01%	320

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WR Wealth Planners's DRI Position: Q4 2024 in Review

WR Wealth Planners reduced its Darden Restaurants (DRI) stake by 50% in Q4 2024, selling an estimated $16.9K and leaving 103 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #467.

WR Wealth Planners first reported a position in DRI in Q1 2022 and has held it in 11 quarters since. The position peaked at $33.5K in Q3 2024. 945 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

WR Wealth Planners held 103 shares of Darden Restaurants worth $19.2K as of Q4 2024.
WR Wealth Planners sold 101 Darden Restaurants shares in Q4 2024, an estimated $16.9K.
Darden Restaurants made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #467 holding.
WR Wealth Planners first reported a position in Darden Restaurants in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Darden Restaurants position peaked at $33.5K in Q3 2024.
945 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.