Position in CAVA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,123
+$11 QoQ
Shares Held
129
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#448
of 533 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $707,910 across 15 Restaurants names. CAVA ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,275 | $344,645 | |
| 2 | YUM |
Yum Brands Inc
|
1,264 | $202,063 | |
| 3 | SBUX |
Starbucks Corp
|
524 | $53,547 | |
| 4 | DRI |
Darden Restaurants Inc
|
254 | $52,326 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,001 | $40,910 | |
| 6 | CAVA |
Cava Group, Inc.
This page
|
129 | $10,123 | |
| 7 | EAT |
Brinker International, Inc
|
9 | $1,512 | |
| 8 | WEN |
Wendy's Co
|
63 | $522 |
All Filings in CAVA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,123 | 129 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,112 | 125 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,336 | 125 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,551 | 125 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,528 | 125 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,801 | 125 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,100 | 125 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||