Position in CAVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,492,446
+$368,068 QoQ
Shares Held
31,759
-9.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#168
of 539 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $7,124,970 across 8 Restaurants names. CAVA ranks #1 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAVA |
Cava Group, Inc.
This page
|
31,759 | $2,492,446 | |
| 2 | MCD |
Mcdonalds Corp
|
7,589 | $2,051,382 | |
| 3 | SBUX |
Starbucks Corp
|
18,511 | $1,891,639 | |
| 4 | YUM |
Yum Brands Inc
|
2,048 | $327,393 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,149 | $311,066 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
991 | $40,502 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
123 | $8,918 | |
| 8 | WEN |
Wendy's Co
|
196 | $1,624 |
All Filings in CAVA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,492,446 | 31,759 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $2,124,378 | 35,166 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,906 | 82 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $3,985,449 | 35,332 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $4,509,690 | 48,622 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $816,642 | 11,658 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||