Position in CAVA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$37,434
-$7,061 QoQ
Shares Held
477
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#422
of 539 holders
Holding Since
Mar 2025
6 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, 2026Cornerstone Planning Group LLC holds $396,208 across 14 Restaurants names. CAVA ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
485 | $131,100 | |
| 2 | SBUX |
Starbucks Corp
|
605 | $61,824 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
1,800 | $61,200 | |
| 4 | CAVA |
Cava Group, Inc.
This page
|
477 | $37,434 | |
| 5 | DPZ |
Dominos Pizza Inc
|
103 | $30,492 | |
| 6 | YUM |
Yum Brands Inc
|
179 | $28,614 | |
| 7 | DRI |
Darden Restaurants Inc
|
78 | $16,068 | |
| 8 | WING |
Wingstop Inc.
|
83 | $14,393 |
All Filings in CAVA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,434 | 477 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $44,495 | 550 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $26,821 | 457 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $27,184 | 450 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,917 | 94 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $86 | 1 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||