Steward Partners Investment Advisory, LLC
Position in CHA — Chagee Holdings Ltd.
CIK 1723397
STAMFORD, CT
Position in CHA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,862
-$464 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 39 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CHA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $132,753,775 across 25 Restaurants names. CHA ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
283,542 | $88,122,018 | |
| 2 | DRI |
Darden Restaurants Inc
|
90,619 | $17,764,948 | |
| 3 | SBUX |
Starbucks Corp
|
144,887 | $12,980,426 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
165,893 | $5,310,234 | |
| 5 | YUM |
Yum Brands Inc
|
22,523 | $3,501,876 | |
| 6 | DPZ |
Dominos Pizza Inc
|
4,596 | $1,648,998 | |
| 7 | BROS |
Dutch Bros Inc.
|
23,975 | $1,214,573 | |
| 8 | SHAK |
Shake Shack Inc.
|
9,587 | $848,161 |
All Filings in CHA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,862 | 200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,326 | 200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,310 | 200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,222 | 200 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||