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Anchor Investment Management’s CAVA Group CAVA Stock Holding History

Anchor Investment 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 		$13.7K Hold
175
– – ﹤0.01% 836
2026
Q1 		$14.2K Hold
175
– – ﹤0.01% 787
2025
Q4 		$10.3K Hold
175
– – ﹤0.01% 807
2025
Q3 		$10.6K Buy
+175
New +$13.3K ﹤0.01% 806
2025
Q2 		– Sell
-100
Closed -$8.64K – 1047
2025
Q1 		$8.64K Buy
+100
New +$10.8K ﹤0.01% 815

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

Anchor Investment Management's CAVA Position: Q2 2026 in Review

Anchor Investment Management held its CAVA Group (CAVA) position steady in Q2 2026 at 175 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Anchor Investment Management first reported a position in CAVA in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.2K in Q1 2026. 542 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Anchor Investment Management held 175 shares of CAVA Group worth $13.7K as of Q2 2026.
  • Anchor Investment Management left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #836 holding.
  • Anchor Investment Management first reported a position in CAVA Group in Q1 2025 and has held it in 5 quarters since.
  • Anchor Investment Management's CAVA Group position peaked at $14.2K in Q1 2026.
  • 542 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.