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Atria Investments’s CAVA Group CAVA Stock Holding History

Atria Investments’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 		$301K Sell
3,840
-184
-5% -$15.4K ﹤0.01% 1854
2026
Q1 		$326K Buy
+4,024
New +$293K ﹤0.01% 1704
2025
Q3 		– Sell
-2,393
Closed -$202K – 2026
2025
Q2 		$202K Buy
+2,393
New +$204K ﹤0.01% 1925

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 $3.38T AUM 44.17% 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

Atria Investments's CAVA Position: Q2 2026 in Review

Atria Investments reduced its CAVA Group (CAVA) stake by 4.6% in Q2 2026, selling an estimated $15.4K and leaving 3,840 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Atria Investments first reported a position in CAVA in Q2 2025 and has held it in 3 quarters since. The position peaked at $326K in Q1 2026. 543 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Atria Investments held 3,840 shares of CAVA Group worth $301K as of Q2 2026.
  • Atria Investments sold 184 CAVA Group shares in Q2 2026, an estimated $15.4K.
  • CAVA Group made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1854 holding.
  • Atria Investments first reported a position in CAVA Group in Q2 2025 and has held it in 3 quarters since.
  • Atria Investments's CAVA Group position peaked at $326K in Q1 2026.
  • 543 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.