Position in CAVA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$63,102
New position
Shares Held
780
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Strategic Wealth Partners, Ltd. holds $10,370,531 across 11 Restaurants names. CAVA ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
44,867 | $8,795,726 | |
| 2 | SBUX |
Starbucks Corp
|
6,720 | $602,044 | |
| 3 | MCD |
Mcdonalds Corp
|
1,870 | $581,177 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
3,307 | $244,387 | |
| 5 | CAVA |
Cava Group, Inc.
This page
|
780 | $63,102 | |
| 6 | YUM |
Yum Brands Inc
|
402 | $62,502 | |
| 7 | BROS |
Dutch Bros Inc.
|
400 | $20,264 | |
| 8 | EAT |
Brinker International, Inc
|
8 | $1,142 |
All Filings in CAVA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,102 | 780 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||