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Equibles

ENVESTNET ASSET MANAGEMENT INC

Position in FWRG — First Watch Restaurant Group, Inc.

CIK 1407543 Berwyn, PA
Back to FWRG Full portfolio

Position in FWRG

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$2,275,935
+$270,263 QoQ
Shares Held
176,566
-7.7% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 206 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in FWRG Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $1,249,445,234 across 21 Restaurants names. FWRG ranks #19 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SBUX
Starbucks Corp
 3,747,640 $382,971,331
2 MCD
Mcdonalds Corp
 1,277,630 $345,356,165
3 DRI
Darden Restaurants Inc
 624,118 $128,574,549
4 DPZ
Dominos Pizza Inc
 247,574 $73,291,806
5 QSR
Restaurant Brands International Inc.
 983,870 $71,340,413
6 CMG
Chipotle Mexican Grill Inc
 1,669,067 $56,748,278
7 YUM
Yum Brands Inc
 340,734 $54,469,737
8 TXRH
Texas Roadhouse, Inc.
 166,981 $32,265,738

All Filings in FWRG

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,275,935 176,566
2026-03-31 $2,005,672 191,381
2025-12-31 $1,392,683 92,353
2025-09-30 $1,100,883 70,389
2025-06-30 $886,979 55,298
2025-03-31 $1,442,672 86,647
2024-12-31 $1,233,582 66,286
2024-09-30 $207,620 13,309
2024-03-31 $223,623 9,083