Position in CAVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,421,047
+$1,806,900 QoQ
Shares Held
116,453
-10.2% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 72.46263996646792.ToString("F0")%
Shared 0.ToString("F0")%
None 27.53736003353207.ToString("F0")%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Focus Partners Wealth holds $346,059,032 across 14 Restaurants names. CAVA ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
635,056 | $197,369,054 | |
| 2 | SBUX |
Starbucks Corp
|
862,150 | $77,240,018 | |
| 3 | DPZ |
Dominos Pizza Inc
|
39,621 | $14,215,618 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
371,751 | $11,899,749 | |
| 5 | YUM |
Yum Brands Inc
|
71,483 | $11,114,176 | |
| 6 | CAVA |
Cava Group, Inc.
This page
|
116,453 | $9,421,047 | |
| 7 | DRI |
Darden Restaurants Inc
|
42,612 | $8,353,656 | |
| 8 | WEN |
Wendy's Co
|
1,047,447 | $7,279,756 |
All Filings in CAVA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-05-29 | |
| 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. | ||||||