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Capital Advisors Ltd’s Sweetgreen SG Stock Holding History

Capital Advisors Ltd’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-591
Closed -$4K – 1576
2025
Q4 		$4K Buy
591
+570
+2,714% +$3.92K ﹤0.01% 989
2025
Q3 		$0 Buy
+21
New +$228 ﹤0.01% 1538
2024
Q3 		– Sell
-240
Closed -$7K – 1588
2024
Q2 		$7K Buy
+240
New +$6.58K ﹤0.01% 846

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Advisors Ltd's SG Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Sweetgreen (SG) in Q1 2026, closing a stake of 591 shares — an estimated $4K sold.

Capital Advisors Ltd first reported a position in SG in Q2 2024 and held it in 3 quarters. The position peaked at $7K in Q2 2024. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Sweetgreen position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 591 Sweetgreen shares in Q1 2026, an estimated $4K.
  • Capital Advisors Ltd first reported a position in Sweetgreen in Q2 2024 and held it in 3 quarters.
  • Capital Advisors Ltd's Sweetgreen position peaked at $7K in Q2 2024.
  • 230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.