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Regatta Capital Group’s Sweetgreen SG Stock Holding History

Regatta Capital Group’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 		$297K Hold
33,701
– – 0.04% 175
2026
Q1 		$175K Hold
33,701
– – 0.03% 210
2025
Q4 		$228K Hold
33,701
– – 0.03% 192
2025
Q3 		$269K Hold
33,701
– – 0.04% 187
2025
Q2 		$501K Hold
33,701
– – 0.09% 140
2025
Q1 		$843K Hold
33,701
– – 0.16% 93
2024
Q4 		$1.08M Hold
33,701
– – 0.21% 76
2024
Q3 		$1.19M Hold
33,701
– – 0.23% 74
2024
Q2 		$1.02M Buy
+33,701
New +$924K 0.22% 76

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

Regatta Capital Group's SG Position: Q2 2026 in Review

Regatta Capital Group held its Sweetgreen (SG) position steady in Q2 2026 at 33,701 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #175.

Regatta Capital Group first reported a position in SG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2024. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Regatta Capital Group held 33,701 shares of Sweetgreen worth $297K as of Q2 2026.
  • Regatta Capital Group left its Sweetgreen share count unchanged in Q2 2026.
  • Sweetgreen made up 0.04% of Regatta Capital Group's portfolio in Q2 2026, its #175 holding.
  • Regatta Capital Group first reported a position in Sweetgreen in Q2 2024 and has held it in 9 quarters since.
  • Regatta Capital Group's Sweetgreen position peaked at $1.19M in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.