Capstone Financial Advisors, Inc.
Position in FWRG — First Watch Restaurant Group, Inc.
CIK 1599217
DOWNERS GROVE, IL
Position in FWRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$110,040
New position
Shares Held
10,500
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Capstone Financial Advisors, Inc. holds $62,278,585 across 6 Restaurants names. FWRG ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
194,414 | $60,421,927 | |
| 2 | DRI |
Darden Restaurants Inc
|
4,981 | $976,475 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
12,683 | $405,982 | |
| 4 | PTLO |
Portillo's Inc.
|
58,745 | $310,761 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
This page
|
10,500 | $110,040 | |
| 6 | STKS |
ONE Group Hospitality, Inc.
|
30,000 | $53,400 |
All Filings in FWRG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,040 | 10,500 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||