Avion Wealth’s CAVA Group CAVA Stock Holding History

Avion Wealth’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	$1K	Hold	17	–	–	﹤0.01%	1200
2026 Q1	$1K	Buy	17 +7	+70%	+$510	﹤0.01%	986
2025 Q4	$0	Buy	+10	New	+$558	﹤0.01%	1270

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avion Wealth's CAVA Position: Q2 2026 in Review

Avion Wealth held its CAVA Group (CAVA) position steady in Q2 2026 at 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Avion Wealth first reported a position in CAVA in Q4 2025 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Avion Wealth held 17 shares of CAVA Group worth $1K as of Q2 2026.
Avion Wealth left its CAVA Group share count unchanged in Q2 2026.
CAVA Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1200 holding.
Avion Wealth first reported a position in CAVA Group in Q4 2025 and has held it in 3 quarters since.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.