Position in CAVA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$61,214
-$1,888 QoQ
Shares Held
780
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#406
of 540 holders
Holding Since
Mar 2026
2 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, 2026Strategic Wealth Partners, Ltd. holds $11,916,111 across 9 Restaurants names. CAVA ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
50,307 | $10,363,745 | |
| 2 | SBUX |
Starbucks Corp
|
6,553 | $669,651 | |
| 3 | MCD |
Mcdonalds Corp
|
1,799 | $486,287 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
3,307 | $239,790 | |
| 5 | YUM |
Yum Brands Inc
|
402 | $64,263 | |
| 6 | CAVA |
Cava Group, Inc.
This page
|
780 | $61,214 | |
| 7 | BROS |
Dutch Bros Inc.
|
400 | $28,724 | |
| 8 | RRGB |
Red Robin Gourmet Burgers Inc
|
300 | $2,397 |
All Filings in CAVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,214 | 780 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $63,102 | 780 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||