AG
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Algert Global’s CAVA Group CAVA Stock Holding History

Algert Global’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 		$4.16M Buy
+53,030
New +$4.45M 0.05% 610
2025
Q3 		– Sell
-38,021
Closed -$3.2M – 1152
2025
Q2 		$3.2M Buy
38,021
+4,880
+15% +$416K 0.07% 473
2025
Q1 		$2.86M Buy
33,141
+5,620
+20% +$609K 0.07% 481
2024
Q4 		$3.1M Buy
27,521
+11,911
+76% +$1.59M 0.07% 452
2024
Q3 		$1.93M Buy
15,610
+11,016
+240% +$1.12M 0.05% 562
2024
Q2 		$426K Buy
+4,594
New +$355K 0.01% 973

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

Algert Global's CAVA Position: Q2 2026 in Review

Algert Global opened a new position in CAVA Group (CAVA) in Q2 2026: 53,030 shares worth $4.16M. The stake represents 0.05% of the portfolio and ranks #610 among its holdings. This is a return to the name: Algert Global previously reported a position in CAVA as recently as Q2 2025.

Algert Global first reported a position in CAVA in Q2 2024 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Algert Global held 53,030 shares of CAVA Group worth $4.16M as of Q2 2026.
  • CAVA Group was a new Algert Global position in Q2 2026.
  • CAVA Group made up 0.05% of Algert Global's portfolio in Q2 2026, its #610 holding.
  • Algert Global first reported a position in CAVA Group in Q2 2024 and has held it in 6 quarters since.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.