CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CAVA — Cava Group, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in CAVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,968,387
+$2,208,256 QoQ
Shares Held
866,060
+6.5% QoQ
Ownership
0.741%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#34
of 540 holders
Holding Since
Sep 2023
12 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,801,597,006 across 34 Restaurants names. CAVA ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,201,372 | $1,676,292,864 | |
| 2 | SBUX |
Starbucks Corp
|
8,739,565 | $893,096,145 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,711,214 | $764,547,195 | |
| 4 | YUM |
Yum Brands Inc
|
1,777,309 | $284,120,616 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
8,154,311 | $277,246,574 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
578,148 | $111,715,537 | |
| 7 | EAT |
Brinker International, Inc
|
634,754 | $106,638,672 | |
| 8 | BROS |
Dutch Bros Inc.
|
1,206,398 | $86,631,439 |
All Filings in CAVA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,968,387 | 866,060 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $65,760,131 | 812,857 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,482,538 | 792,001 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $43,513,262 | 720,299 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $48,318,539 | 573,650 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $47,951,846 | 554,934 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $59,543,510 | 527,868 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $63,917,994 | 516,092 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,194,336 | 142,257 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,461,513 | 135,068 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,331,024 | 124,035 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,729,141 | 121,748 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||