Position in CAVA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$118,190
-$3,888 QoQ
Shares Held
1,506
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#74
of 135 holders
Holding Since
Jun 2023
13 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, 2026Bogart Wealth, LLC holds $1,650,573 across 21 Restaurants names. CAVA ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,839 | $497,100 | |
| 2 | SBUX |
Starbucks Corp
|
2,705 | $276,423 | |
| 3 | YUM |
Yum Brands Inc
|
1,636 | $261,530 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
6,347 | $215,798 | |
| 5 | CAVA |
Cava Group, Inc.
This page
|
1,506 | $118,190 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
1,882 | $76,917 | |
| 7 | DRI |
Darden Restaurants Inc
|
336 | $69,219 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
613 | $44,448 |
All Filings in CAVA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,190 | 1,506 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $122,078 | 1,509 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $70,956 | 1,209 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $109,644 | 1,815 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $142,348 | 1,690 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $140,502 | 1,626 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $29,215 | 259 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $38,145 | 308 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $40,810 | 440 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $34,464 | 492 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $14,785 | 344 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $11,149 | 364 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,235 | 79 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||