Creative Planning
Position in FWRG — First Watch Restaurant Group, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in FWRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$934,343
+$546,667 QoQ
Shares Held
72,486
+96.0% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#89
of 206 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FWRG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $302,703,227 across 28 Restaurants names. FWRG ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
414,358 | $112,005,110 | |
| 2 | SBUX |
Starbucks Corp
|
579,189 | $59,187,323 | |
| 3 | YUM |
Yum Brands Inc
|
142,118 | $22,718,982 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
103,968 | $20,089,736 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
391,711 | $13,318,174 | |
| 6 | EAT |
Brinker International, Inc
|
56,746 | $9,533,328 | |
| 7 | DRI |
Darden Restaurants Inc
|
45,924 | $9,460,802 | |
| 8 | DPZ |
Dominos Pizza Inc
|
31,670 | $9,375,586 |
All Filings in FWRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,343 | 72,486 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $387,676 | 36,992 | Shares | Sole | 2026-05-12 | |
| 2025-03-31 | $186,979 | 11,230 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||