Position in CAVA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$30,098,885
-$2,542,404 QoQ
Shares Held
383,523
-4.9% QoQ
Ownership
0.328%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#57
of 540 holders
Holding Since
Dec 2023
11 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, 2026Wealthspire Advisors, LLC holds $51,138,780 across 7 Restaurants names. CAVA ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAVA |
Cava Group, Inc.
This page
|
383,523 | $30,098,885 | |
| 2 | SBUX |
Starbucks Corp
|
69,864 | $7,139,402 | |
| 3 | MCD |
Mcdonalds Corp
|
25,099 | $6,784,510 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
156,582 | $5,323,788 | |
| 5 | YUM |
Yum Brands Inc
|
8,063 | $1,288,951 | |
| 6 | SG |
Sweetgreen, Inc.
|
29,914 | $263,542 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
5,865 | $239,702 |
All Filings in CAVA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,098,885 | 383,523 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $32,641,289 | 403,477 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,730,005 | 29,477 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,967,312 | 32,566 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,768,892 | 32,873 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,701,827 | 54,413 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,071,798 | 53,828 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,238,270 | 34,221 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,866,840 | 41,691 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,234,068 | 46,168 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,204,143 | 51,283 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||