Position in CAVA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$454,791
-$31,337 QoQ
Shares Held
5,795
-3.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#292
of 533 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Sowell Financial Services LLC holds $21,540,029 across 10 Restaurants names. CAVA ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
86,446 | $8,833,916 | |
| 2 | MCD |
Mcdonalds Corp
|
25,071 | $6,776,942 | |
| 3 | DRI |
Darden Restaurants Inc
|
12,178 | $2,508,789 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
30,426 | $1,034,484 | |
| 5 | YUM |
Yum Brands Inc
|
6,073 | $970,829 | |
| 6 | CAVA |
Cava Group, Inc.
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|
5,795 | $454,791 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
5,547 | $402,212 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1,232 | $238,059 |
All Filings in CAVA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,791 | 5,795 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $486,128 | 6,009 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $339,697 | 5,788 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $360,587 | 5,969 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $562,909 | 6,683 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $679,096 | 7,859 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||