Position in SG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$26,430
+$10,860 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#176
of 232 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Ares Financial Consulting, LLC holds $588,720 across 11 Restaurants names. SG ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,347 | $364,107 | |
| 2 | SBUX |
Starbucks Corp
|
1,141 | $116,598 | |
| 3 | CAKE |
Cheesecake Factory Inc
|
406 | $32,293 | |
| 4 | SG |
Sweetgreen, Inc.
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|
3,000 | $26,430 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
350 | $11,900 | |
| 6 | BJRI |
BJs RESTAURANTS INC
|
190 | $11,539 | |
| 7 | WEN |
Wendy's Co
|
1,322 | $10,959 | |
| 8 | YUM |
Yum Brands Inc
|
53 | $8,472 |
All Filings in SG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,430 | 3,000 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $15,570 | 3,000 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $20,280 | 3,000 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||