WCM Investment Management
FWRG icon

WCM Investment Management’s First Watch Restaurant Group FWRG Stock Holding History

WCM Investment 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
2025
Q4 		– Sell
-736,665
Closed -$11.7M – 247
2025
Q3 		$11.7M Sell
736,665
-266
-0% -$4.64K 0.02% 135
2025
Q2 		$11.9M Sell
736,931
-211,501
-22% -$3.55M 0.03% 140
2025
Q1 		$16M Buy
948,432
+1,192
+0.1% +$22.9K 0.04% 104
2024
Q4 		$17.6M Buy
947,240
+290,173
+44% +$5.13M 0.04% 110
2024
Q3 		$10.3M Sell
657,067
-6,055
-0.9% -$96.3K 0.02% 147
2024
Q2 		$11.7M Buy
663,122
+12,008
+2% +$251K 0.03% 139
2024
Q1 		$16M Buy
+651,114
New +$14.7M 0.04% 115

Other funds holding FWRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management's FWRG Position: Q4 2025 in Review

WCM Investment Management sold out of First Watch Restaurant Group (FWRG) in Q4 2025, closing a stake of 736,665 shares — an estimated $11.7M sold.

WCM Investment Management first reported a position in FWRG in Q1 2024 and held it in 7 quarters. The position peaked at $17.6M in Q4 2024. 208 funds tracked by Wall St. Rank hold FWRG as of Q4 2025.

  • WCM Investment Management reported no remaining First Watch Restaurant Group position as of Q4 2025 after selling out during the quarter.
  • WCM Investment Management sold 736,665 First Watch Restaurant Group shares in Q4 2025, an estimated $11.7M.
  • WCM Investment Management first reported a position in First Watch Restaurant Group in Q1 2024 and held it in 7 quarters.
  • WCM Investment Management's First Watch Restaurant Group position peaked at $17.6M in Q4 2024.
  • 208 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q4 2025.

Based on WCM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.