Position in CAVA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,334
New position
Shares Held
17
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#510
of 535 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Planning Strategies Inc. holds $140,309 across 8 Restaurants names. CAVA ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
470 | $127,045 | |
| 2 | SBUX |
Starbucks Corp
|
61 | $6,233 | |
| 3 | YUM |
Yum Brands Inc
|
21 | $3,357 | |
| 4 | CAVA |
Cava Group, Inc.
This page
|
17 | $1,334 | |
| 5 | DPZ |
Dominos Pizza Inc
|
3 | $888 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
24 | $816 | |
| 7 | BROS |
Dutch Bros Inc.
|
6 | $430 | |
| 8 | DRI |
Darden Restaurants Inc
|
1 | $206 |
All Filings in CAVA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334 | 17 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||