Position in CAVA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$133,808
-$5,744 QoQ
Shares Held
1,705
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#387
of 533 holders
Holding Since
Sep 2023
7 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, 2026UMB Bank, n.a. holds $57,816,671 across 19 Restaurants names. CAVA ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
128,168 | $34,645,091 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
423,749 | $14,407,466 | |
| 3 | SBUX |
Starbucks Corp
|
69,955 | $7,148,701 | |
| 4 | YUM |
Yum Brands Inc
|
3,747 | $598,995 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,106 | $227,846 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
884 | $170,815 | |
| 7 | CAVA |
Cava Group, Inc.
This page
|
1,705 | $133,808 | |
| 8 | BROS |
Dutch Bros Inc.
|
1,333 | $95,722 |
All Filings in CAVA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,808 | 1,705 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $139,552 | 1,725 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $88,328 | 1,505 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,209 | 169 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $70,247 | 834 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $16,417 | 190 | Shares | Sole | 2025-04-14 | |
| 2023-09-30 | $1,010 | 33 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||