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Advisors Asset Management’s CAVA Group CAVA Stock Holding History

Advisors Asset Management’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.2K Sell
690
-2
-0.3% -$168 ﹤0.01% 1284
2026
Q1 		$56K Sell
692
-2
-0.3% -$146 ﹤0.01% 1288
2025
Q4 		$40.7K Buy
694
+242
+54% +$13.5K ﹤0.01% 1317
2025
Q3 		$27.3K Buy
+452
New +$34.2K ﹤0.01% 1338

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Asset Management's CAVA Position: Q2 2026 in Review

Advisors Asset Management reduced its CAVA Group (CAVA) stake by 0.29% in Q2 2026, selling an estimated $168 and leaving 690 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Advisors Asset Management first reported a position in CAVA in Q3 2025 and has held it in 4 quarters since. The position peaked at $56K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Advisors Asset Management held 690 shares of CAVA Group worth $54.2K as of Q2 2026.
  • Advisors Asset Management sold 2 CAVA Group shares in Q2 2026, an estimated $168.
  • CAVA Group made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1284 holding.
  • Advisors Asset Management first reported a position in CAVA Group in Q3 2025 and has held it in 4 quarters since.
  • Advisors Asset Management's CAVA Group position peaked at $56K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.