Position in CAVA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$501,565
+$48,687 QoQ
Shares Held
6,391
+14.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#281
of 535 holders
Holding Since
Dec 2025
3 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, 2026NewEdge Wealth, LLC holds $15,804,121 across 10 Restaurants names. CAVA ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
58,258 | $5,953,385 | |
| 2 | MCD |
Mcdonalds Corp
|
13,236 | $3,577,823 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
29,622 | $2,147,891 | |
| 4 | DRI |
Darden Restaurants Inc
|
7,535 | $1,552,285 | |
| 5 | YUM |
Yum Brands Inc
|
4,572 | $730,879 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
19,516 | $663,544 | |
| 7 | CAVA |
Cava Group, Inc.
This page
|
6,391 | $501,565 | |
| 8 | DPZ |
Dominos Pizza Inc
|
997 | $295,151 |
All Filings in CAVA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,565 | 6,391 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $452,878 | 5,598 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $231,649 | 3,947 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||