Modern Wealth Management, LLC

Position in CAVA — Cava Group, Inc.

CIK 2001900 KANSAS CITY, MO

Position in CAVA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$285,980

-$30,095 QoQ

Shares Held

3,644

-6.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#336

of 533 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Consumer Cyclical · as of Jun 30, 2026

Modern Wealth Management, LLC holds $7,202,669 across 5 Restaurants names. CAVA ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	17,139	$4,632,840
2	SBUX	Starbucks Corp	16,819	$1,718,732
3	DRI	Darden Restaurants Inc	1,424	$293,357
4	CAVA	Cava Group, Inc. This page	3,644	$285,980
5	YUM	Yum Brands Inc	1,700	$271,760

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,980	3,644	-6.7%	Shares	Other	2026-08-14
2026-03-31	$316,075	3,907	+4.2%	Shares	Other	2026-05-14
2025-12-31	$220,028	3,749	—	Shares	Other	2026-02-17
No filing history on record for this holder in this stock.