Arkadios Wealth Advisors
Position in FWRG — First Watch Restaurant Group, Inc.
CIK 1800798
ATLANTA, GA
Position in FWRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$780,760
+$32,353 QoQ
Shares Held
60,571
-15.2% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#95
of 206 holders
Holding Since
Mar 2025
6 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, 2026Arkadios Wealth Advisors holds $27,728,238 across 11 Restaurants names. FWRG ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
43,419 | $8,944,747 | |
| 2 | MCD |
Mcdonalds Corp
|
31,766 | $8,586,667 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
56,490 | $4,096,088 | |
| 4 | SBUX |
Starbucks Corp
|
28,537 | $2,916,195 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
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|
60,571 | $780,760 | |
| 6 | PZZA |
Papa Johns International Inc
|
20,391 | $749,776 | |
| 7 | YUM |
Yum Brands Inc
|
4,051 | $647,592 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1,991 | $384,720 |
All Filings in FWRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,760 | 60,571 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||