Steward Partners Investment Advisory, LLC
Position in CHA — Chagee Holdings Ltd.
CIK 1723397
STAMFORD, CT
Position in CHA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,404
+$542 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 47 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $93,959,072 across 23 Restaurants names. CHA ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
162,541 | $43,936,457 | |
| 2 | DRI |
Darden Restaurants Inc
|
91,590 | $18,868,455 | |
| 3 | SBUX |
Starbucks Corp
|
138,965 | $14,200,833 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
180,178 | $6,126,052 | |
| 5 | YUM |
Yum Brands Inc
|
25,023 | $4,000,176 | |
| 6 | BROS |
Dutch Bros Inc.
|
32,316 | $2,320,611 | |
| 7 | SHAK |
Shake Shack Inc.
|
27,815 | $1,558,196 | |
| 8 | DPZ |
Dominos Pizza Inc
|
5,029 | $1,488,785 |
All Filings in CHA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,404 | 200 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||