JONES FINANCIAL COMPANIES LLLP
Position in FWRG — First Watch Restaurant Group, Inc.
CIK 815917
DES PERES, MO
Position in FWRG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$615,616
+$601,592 QoQ
Shares Held
58,742
+6216.3% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FWRG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $483,313,669 across 35 Restaurants names. FWRG ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
852,691 | $265,007,835 | |
| 2 | SBUX |
Starbucks Corp
|
867,643 | $77,732,135 | |
| 3 | DPZ |
Dominos Pizza Inc
|
82,168 | $29,481,056 | |
| 4 | DRI |
Darden Restaurants Inc
|
139,790 | $27,404,430 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
573,952 | $18,372,202 | |
| 6 | CAKE |
Cheesecake Factory Inc
|
317,680 | $17,392,979 | |
| 7 | YUM |
Yum Brands Inc
|
78,894 | $12,266,438 | |
| 8 | PZZA |
Papa Johns International Inc
|
247,964 | $8,036,512 |
All Filings in FWRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $615,616 | 58,742 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,024 | 930 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,934 | 1,850 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||