Position in SG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,598
+$1,067 QoQ
Shares Held
295
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 232 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in SG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,667,497 across 7 Restaurants names. SG ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,023 | $1,628,077 | |
| 2 | SBUX |
Starbucks Corp
|
203 | $20,744 | |
| 3 | YUM |
Yum Brands Inc
|
40 | $6,394 | |
| 4 | WEN |
Wendy's Co
|
520 | $4,310 | |
| 5 | ARCO |
Arcos Dorados Holdings Inc.
|
383 | $3,086 | |
| 6 | SG |
Sweetgreen, Inc.
This page
|
295 | $2,598 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
56 | $2,288 |
All Filings in SG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,598 | 295 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,531 | 295 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,994 | 295 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,354 | 295 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||