Rockefeller Capital Management
SG icon

Rockefeller Capital Management’s Sweetgreen SG Stock Holding History

Rockefeller 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
Q2 		$17.1K Sell
1,942
-991
-34% -$7.56K ﹤0.01% 3787
2026
Q1 		$15.2K Buy
2,933
+2,413
+464% +$14.7K ﹤0.01% 3821
2025
Q4 		$3.52K Buy
520
+282
+118% +$1.94K ﹤0.01% 4172
2025
Q3 		$1.9K Buy
+238
New +$2.59K ﹤0.01% 4098
2025
Q2 		– Sell
-23,527
Closed -$589K – 1775
2025
Q1 		$589K Sell
23,527
-2,546
-10% -$70.3K ﹤0.01% 1434
2024
Q4 		$836K Buy
26,073
+2,265
+10% +$84.4K ﹤0.01% 1316
2024
Q3 		$844K Sell
23,808
-22,275
-48% -$676K ﹤0.01% 1278
2024
Q2 		$1.39M Buy
+46,083
New +$1.26M ﹤0.01% 1099
2024
Q1 		– Sell
-166,634
Closed -$1.88M – 1722
2023
Q4 		$1.88M Sell
166,634
-1,171
-0.7% -$12.3K 0.01% 935
2023
Q3 		$1.97M Buy
167,805
+4,602
+3% +$64.1K 0.01% 840
2023
Q2 		$2.09M Buy
+163,203
New +$1.51M 0.01% 828
2023
Q1 		– Sell
-202,968
Closed -$1.74M – 3579
2022
Q4 		$1.74M Buy
202,968
+3,673
+2% +$53.5K 0.01% 803
2022
Q3 		$3.69M Buy
199,295
+12,325
+7% +$210K 0.02% 603
2022
Q2 		$2.18M Buy
186,970
+66,995
+56% +$1.41M 0.01% 743
2022
Q1 		$3.84M Buy
119,975
+3,650
+3% +$106K 0.02% 608
2021
Q4 		$3.72M Buy
+116,325
New +$3.94M 0.02% 629

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

Rockefeller Capital Management's SG Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Sweetgreen (SG) stake by 34% in Q2 2026, selling an estimated $7.56K and leaving 1,942 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3787.

Rockefeller Capital Management first reported a position in SG in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.84M in Q1 2022. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Rockefeller Capital Management held 1,942 shares of Sweetgreen worth $17.1K as of Q2 2026.
  • Rockefeller Capital Management sold 991 Sweetgreen shares in Q2 2026, an estimated $7.56K.
  • Sweetgreen made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3787 holding.
  • Rockefeller Capital Management first reported a position in Sweetgreen in Q4 2021 and has held it in 16 quarters since.
  • Rockefeller Capital Management's Sweetgreen position peaked at $3.84M in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.