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First Watch Restaurant Groupco shares owned by Creative Planning

Quarter-by-quarter ownership of First Watch Restaurant Groupco (FWRG) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in First Watch Restaurant Groupco

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All positions including First Watch Restaurant Groupco held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Watch Restaurant Groupco by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $388k 37k 10.48
2025-03-31 $187k 11k 16.65

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Top funds holding First Watch Restaurant Groupco

FMR
BlackRock
Bank of New York Mellon
Manufacturers Life Insurance Company
Vanguard Group
Millennium Management
Neuberger Berman Group
Dimensional Fund Advisors
Vanguard Capital Management
Riverbrige Partners
Gilder, Gagnon, Howe & Co
Jennifer Ranahan
Loomis, Sayles and
Lazard Asset Management
Stephens Investment Management Group

View all funds holding First Watch Restaurant Groupco