Corient Private Wealth LLC
Position in FWRG — First Watch Restaurant Group, Inc.
CIK 1948780
MIAMI, FL
Position in FWRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,455,315
+$1,270,001 QoQ
Shares Held
138,866
+1147.7% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 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, 2026Corient Private Wealth LLC holds $600,659,793 across 22 Restaurants names. FWRG ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
3,015,054 | $270,118,687 | |
| 2 | MCD |
Mcdonalds Corp
|
858,040 | $266,670,251 | |
| 3 | YUM |
Yum Brands Inc
|
160,451 | $24,946,920 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
196,153 | $6,278,857 | |
| 5 | DRI |
Darden Restaurants Inc
|
23,683 | $4,642,815 | |
| 6 | SHAK |
Shake Shack Inc.
|
52,036 | $4,603,624 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
42,654 | $3,152,130 | |
| 8 | DPZ |
Dominos Pizza Inc
|
8,642 | $3,100,663 |
All Filings in FWRG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,455,315 | 138,866 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $185,314 | 11,130 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||