Position in CAVA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$225,551
-$9,625 QoQ
Shares Held
2,874
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#369
of 533 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $23,178,704 across 10 Restaurants names. CAVA ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
63,589 | $17,188,742 | |
| 2 | SBUX |
Starbucks Corp
|
27,510 | $2,811,246 | |
| 3 | YUM |
Yum Brands Inc
|
9,241 | $1,477,266 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
12,171 | $413,814 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,628 | $335,384 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
7,329 | $299,536 | |
| 7 | CAVA |
Cava Group, Inc.
This page
|
2,874 | $225,551 | |
| 8 | WING |
Wingstop Inc.
|
1,230 | $213,294 |
All Filings in CAVA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,551 | 2,874 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $235,176 | 2,907 | Shares | Sole | 2026-04-10 | |
| 2025-09-30 | $214,455 | 3,550 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $393,269 | 4,669 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $326,802 | 3,782 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $462,367 | 4,099 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $267,639 | 2,161 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $304,127 | 3,279 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||