Arkadios Wealth Advisors
Position in FWRG — First Watch Restaurant Group, Inc.
CIK 1800798
ATLANTA, GA
Position in FWRG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$748,407
-$359,911 QoQ
Shares Held
71,413
-2.8% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Arkadios Wealth Advisors holds $28,445,520 across 12 Restaurants names. FWRG ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
35,295 | $10,969,332 | |
| 2 | DRI |
Darden Restaurants Inc
|
39,238 | $7,692,217 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
54,726 | $4,044,250 | |
| 4 | SBUX |
Starbucks Corp
|
28,055 | $2,513,447 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
This page
|
71,413 | $748,407 | |
| 6 | PZZA |
Papa Johns International Inc
|
20,040 | $649,495 | |
| 7 | YUM |
Yum Brands Inc
|
3,345 | $520,079 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
10,466 | $335,015 |
All Filings in FWRG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $748,407 | 71,413 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,108,318 | 73,496 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,243,426 | 79,503 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,232,850 | 76,861 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,140,574 | 68,503 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||