Position in CAVA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,519,317
-$901,730 QoQ
Shares Held
108,554
-6.8% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#94
of 535 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Focus Partners Wealth holds $342,604,630 across 17 Restaurants names. CAVA ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
639,678 | $172,911,360 | |
| 2 | SBUX |
Starbucks Corp
|
1,039,159 | $106,191,658 | |
| 3 | DPZ |
Dominos Pizza Inc
|
40,287 | $11,926,563 | |
| 4 | YUM |
Yum Brands Inc
|
71,832 | $11,483,063 | |
| 5 | DRI |
Darden Restaurants Inc
|
49,452 | $10,187,606 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
276,482 | $9,400,388 | |
| 7 | CAVA |
Cava Group, Inc.
This page
|
108,554 | $8,519,317 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
40,294 | $7,786,009 |
All Filings in CAVA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,519,317 | 108,554 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,421,047 | 116,453 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,614,147 | 129,735 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,527,052 | 141,153 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,785,461 | 139,920 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,526,016 | 156,533 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $14,664,451 | 130,004 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $12,945,421 | 104,525 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,072,116 | 313,446 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,946,303 | 42,060 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $517,951 | 12,051 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||