Position in CAVA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$365,402
-$27,529 QoQ
Shares Held
4,656
-4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#313
of 533 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $18,395,485 across 9 Restaurants names. CAVA ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
23,867 | $6,451,488 | |
| 2 | SBUX |
Starbucks Corp
|
42,743 | $4,367,907 | |
| 3 | YUM |
Yum Brands Inc
|
23,572 | $3,768,219 | |
| 4 | DRI |
Darden Restaurants Inc
|
6,122 | $1,261,193 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
25,469 | $865,946 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
7,330 | $531,498 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
12,796 | $522,972 | |
| 8 | CAVA |
Cava Group, Inc.
This page
|
4,656 | $365,402 |
All Filings in CAVA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,402 | 4,656 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $392,931 | 4,857 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $377,435 | 6,431 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $232,699 | 3,852 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $306,007 | 3,633 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||