MCM
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MAI Capital Management’s Sweetgreen SG Stock Holding History

MAI Capital Management’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 		– Hold
0
– – – 3741
2025
Q4 		– Hold
0
– – – 3191
2025
Q3 		– Hold
0
– – – 3180
2025
Q2 		– Hold
0
– – – 2975
2025
Q1 		– Hold
0
– – – 2477
2024
Q4 		– Hold
0
– – – 2055

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAI Capital Management's SG Position: Q1 2026 in Review

MAI Capital Management increased its Sweetgreen (SG) stake by 52% in Q1 2026, buying an estimated $201 and bringing the position to 96 shares worth $499. The position accounts for ﹤0.01% of the portfolio, ranked #4419.

MAI Capital Management first reported a position in SG in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.41K in Q4 2024. 229 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • MAI Capital Management held 96 shares of Sweetgreen worth $499 as of Q1 2026.
  • MAI Capital Management bought 33 Sweetgreen shares in Q1 2026, an estimated $201.
  • Sweetgreen made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4419 holding.
  • MAI Capital Management first reported a position in Sweetgreen in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Sweetgreen position peaked at $8.41K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.