Position in CAVA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,870,256
+$182,116 QoQ
Shares Held
23,831
+14.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#179
of 533 holders
Holding Since
Mar 2025
6 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, 2026Diversified Trust Co holds $9,528,723 across 9 Restaurants names. CAVA ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
9,527 | $2,575,242 | |
| 2 | CAVA |
Cava Group, Inc.
This page
|
23,831 | $1,870,256 | |
| 3 | WING |
Wingstop Inc.
|
8,083 | $1,401,673 | |
| 4 | EAT |
Brinker International, Inc
|
6,093 | $1,023,624 | |
| 5 | SBUX |
Starbucks Corp
|
9,957 | $1,017,505 | |
| 6 | YUM |
Yum Brands Inc
|
3,757 | $600,594 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,283 | $441,144 | |
| 8 | FWRG |
First Watch Restaurant Group, Inc.
|
24,260 | $312,711 |
All Filings in CAVA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,870,256 | 23,831 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,688,140 | 20,867 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,253,618 | 21,360 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $732,592 | 12,127 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $652,108 | 7,742 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $323,346 | 3,742 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||