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Aperture Investors’s CAVA Group CAVA Stock Holding History

Aperture Investors’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 		$28.4M Sell
361,344
-79,616
-18% -$6.68M 2.57% 12
2026
Q1 		$35.7M Sell
440,960
-71,021
-14% -$5.18M 4.51% 1
2025
Q4 		$30M Buy
511,981
+193,520
+61% +$10.8M 3.43% 2
2025
Q3 		$19.2M Sell
318,461
-3,284
-1% -$249K 2.64% 16
2025
Q2 		$27.1M Buy
321,745
+50,176
+18% +$4.28M 3.54% 2
2025
Q1 		$23.5M Buy
271,569
+17,148
+7% +$1.86M 3% 7
2024
Q4 		$28.7M Buy
254,421
+24,613
+11% +$3.28M 3.6% 3
2024
Q3 		$28.5M Buy
229,808
+30,884
+16% +$3.14M 3.61% 4
2024
Q2 		$18.5M Buy
198,924
+22,240
+13% +$1.72M 2.69% 13
2024
Q1 		$12.4M Buy
+176,684
New +$9.47M 1.58% 29

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

Aperture Investors's CAVA Position: Q2 2026 in Review

Aperture Investors reduced its CAVA Group (CAVA) stake by 18% in Q2 2026, selling an estimated $6.68M and leaving 361,344 shares worth $28.4M. The position accounts for 2.57% of the portfolio, ranked #12.

Aperture Investors first reported a position in CAVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $35.7M in Q1 2026. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Aperture Investors held 361,344 shares of CAVA Group worth $28.4M as of Q2 2026.
  • Aperture Investors sold 79,616 CAVA Group shares in Q2 2026, an estimated $6.68M.
  • CAVA Group made up 2.57% of Aperture Investors's portfolio in Q2 2026, its #12 holding.
  • Aperture Investors first reported a position in CAVA Group in Q1 2024 and has held it in 10 quarters since.
  • Aperture Investors's CAVA Group position peaked at $35.7M in Q1 2026.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Aperture Investors's 13F filing for Q2 2026, filed 14 Aug 2026.