Position in CAVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$735,542
+$283,192 QoQ
Shares Held
9,092
+21.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $27,594,976 across 14 Restaurants names. CAVA ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
45,879 | $14,258,734 | |
| 2 | SBUX |
Starbucks Corp
|
53,844 | $4,823,883 | |
| 3 | YUM |
Yum Brands Inc
|
10,146 | $1,577,500 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
9,480 | $1,565,527 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
33,539 | $1,073,583 | |
| 6 | DRI |
Darden Restaurants Inc
|
4,672 | $915,898 | |
| 7 | CAVA |
Cava Group, Inc.
This page
|
9,092 | $735,542 | |
| 8 | DPZ |
Dominos Pizza Inc
|
1,962 | $703,945 |
All Filings in CAVA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $735,542 | 9,092 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $452,350 | 7,488 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $585,566 | 6,952 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $789,700 | 9,139 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $753,278 | 6,678 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $791,401 | 6,390 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $538,413 | 5,805 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||