Position in CAVA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$729,220
+$98,778 QoQ
Shares Held
9,292
+19.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#247
of 535 holders
Holding Since
Sep 2025
4 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, 2026AE Wealth Management LLC holds $110,618,949 across 10 Restaurants names. CAVA ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
357,206 | $96,556,313 | |
| 2 | SBUX |
Starbucks Corp
|
76,218 | $7,788,688 | |
| 3 | YUM |
Yum Brands Inc
|
10,370 | $1,657,731 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,044 | $1,039,111 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
12,945 | $938,637 | |
| 6 | CAVA |
Cava Group, Inc.
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|
9,292 | $729,220 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
20,315 | $690,710 | |
| 8 | EAT |
Brinker International, Inc
|
3,713 | $623,784 |
All Filings in CAVA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,220 | 9,292 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $630,442 | 7,793 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $341,684 | 5,822 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $206,658 | 3,421 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||