Mutual of America Capital Management’s First Watch Restaurant Group FWRG Stock Holding History

Mutual of America Capital Management’s Portfolio FWRG Stock Details FWRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.01M	Sell	382,295 -1,665	-0.4%	-$24.1K	0.05%	487
2025 Q4	$5.79M	Buy	383,960 +3,959	+1%	+$66.7K	0.06%	373
2025 Q3	$5.94M	Sell	380,001 -21,736	-5%	-$379K	0.06%	370
2025 Q2	$6.44M	Buy	401,737 +11,404	+3%	+$191K	0.07%	324
2025 Q1	$6.5M	Buy	390,333 +603	+0.2%	+$11.6K	0.07%	301
2024 Q4	$7.25M	Buy	389,730 +20,716	+6%	+$366K	0.08%	287
2024 Q3	$5.76M	Buy	+369,014	New	+$5.87M	0.06%	396

Other funds holding FWRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Mutual of America Capital Management's FWRG Position: Q1 2026 in Review

Mutual of America Capital Management reduced its First Watch Restaurant Group (FWRG) stake by 0.43% in Q1 2026, selling an estimated $24.1K and leaving 382,295 shares worth $4.01M. The position accounts for 0.05% of the portfolio, ranked #487.

Mutual of America Capital Management first reported a position in FWRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.25M in Q4 2024. 211 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

Mutual of America Capital Management held 382,295 shares of First Watch Restaurant Group worth $4.01M as of Q1 2026.
Mutual of America Capital Management sold 1,665 First Watch Restaurant Group shares in Q1 2026, an estimated $24.1K.
First Watch Restaurant Group made up 0.05% of Mutual of America Capital Management's portfolio in Q1 2026, its #487 holding.
Mutual of America Capital Management first reported a position in First Watch Restaurant Group in Q3 2024 and has held it in 7 quarters since.
Mutual of America Capital Management's First Watch Restaurant Group position peaked at $7.25M in Q4 2024.
211 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.