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Allworth Financial’s CAVA Group CAVA Stock Holding History

Allworth Financial’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 		$59.6K Sell
760
-524
-41% -$43.9K ﹤0.01% 2328
2026
Q1 		$104K Buy
1,284
+634
+98% +$46.2K ﹤0.01% 1810
2025
Q4 		$38.1K Buy
650
+237
+57% +$13.2K ﹤0.01% 2384
2025
Q3 		$24.9K Buy
413
+134
+48% +$10.2K ﹤0.01% 2568
2025
Q2 		$23.5K Sell
279
-60
-18% -$5.12K ﹤0.01% 2417
2025
Q1 		$30.9K Buy
339
+95
+39% +$10.3K ﹤0.01% 1810
2024
Q4 		$30.1K Buy
244
+192
+369% +$25.6K ﹤0.01% 1841
2024
Q3 		$6.44K Buy
52
+2
+4% +$203 ﹤0.01% 2457
2024
Q2 		$4K Buy
+50
New +$3.86K ﹤0.01% 2614

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

Allworth Financial's CAVA Position: Q2 2026 in Review

Allworth Financial reduced its CAVA Group (CAVA) stake by 41% in Q2 2026, selling an estimated $43.9K and leaving 760 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

Allworth Financial first reported a position in CAVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $104K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Allworth Financial held 760 shares of CAVA Group worth $59.6K as of Q2 2026.
  • Allworth Financial sold 524 CAVA Group shares in Q2 2026, an estimated $43.9K.
  • CAVA Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2328 holding.
  • Allworth Financial first reported a position in CAVA Group in Q2 2024 and has held it in 9 quarters since.
  • Allworth Financial's CAVA Group position peaked at $104K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.