Position in CAVA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$255,295
-$123,559 QoQ
Shares Held
3,253
-30.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#354
of 535 holders
Holding Since
Jun 2024
9 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, 2026PFG Investments, LLC holds $8,784,190 across 8 Restaurants names. CAVA ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
16,164 | $4,369,290 | |
| 2 | SBUX |
Starbucks Corp
|
19,160 | $1,957,960 | |
| 3 | YUM |
Yum Brands Inc
|
8,858 | $1,416,039 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
7,936 | $324,344 | |
| 5 | CAVA |
Cava Group, Inc.
This page
|
3,253 | $255,295 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,088 | $224,138 | |
| 7 | WEN |
Wendy's Co
|
15,107 | $125,237 | |
| 8 | SG |
Sweetgreen, Inc.
|
12,700 | $111,887 |
All Filings in CAVA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,295 | 3,253 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $378,854 | 4,683 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,359,260 | 23,160 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $752,406 | 12,455 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $925,266 | 10,985 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,789,551 | 20,710 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,588,788 | 14,085 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,970,081 | 15,907 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,078,868 | 11,632 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||