CSP
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Cary Street Partners’s Sweetgreen SG Stock Holding History

Cary Street Partners’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
2025
Q3 		– Sell
-14,675
Closed -$218K – 959
2025
Q2 		$218K Sell
14,675
-15,875
-52% -$262K 0.01% 742
2025
Q1 		$764K Sell
30,550
-4,450
-13% -$123K 0.02% 448
2024
Q4 		$1.12M Buy
+35,000
New +$1.3M 0.04% 359

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cary Street Partners's SG Position: Q3 2025 in Review

Cary Street Partners sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 14,675 shares — an estimated $218K sold.

Cary Street Partners first reported a position in SG in Q4 2024 and held it in 3 quarters. The position peaked at $1.12M in Q4 2024. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • Cary Street Partners reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • Cary Street Partners sold 14,675 Sweetgreen shares in Q3 2025, an estimated $218K.
  • Cary Street Partners first reported a position in Sweetgreen in Q4 2024 and held it in 3 quarters.
  • Cary Street Partners's Sweetgreen position peaked at $1.12M in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on Cary Street Partners's 13F filing for Q3 2025, filed 10 Nov 2025.