KFAS
SG icon

Keating Financial Advisory Services’s Sweetgreen SG Stock Holding History

Keating Financial Advisory Services’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
Q2 		– Sell
-1
Closed -$5 – 2699
2026
Q1 		$5 Buy
+1
New +$6 ﹤0.01% 2556

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Keating Financial Advisory Services's SG Position: Q2 2026 in Review

Keating Financial Advisory Services sold out of Sweetgreen (SG) in Q2 2026, closing a stake of 1 share — an estimated $5 sold.

Keating Financial Advisory Services first reported a position in SG in Q1 2026 and held it in 1 quarter. The position peaked at $5 in Q1 2026. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Keating Financial Advisory Services reported no remaining Sweetgreen position as of Q2 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 1 Sweetgreen share in Q2 2026, an estimated $5.
  • Keating Financial Advisory Services first reported a position in Sweetgreen in Q1 2026 and held it in 1 quarter.
  • Keating Financial Advisory Services's Sweetgreen position peaked at $5 in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.