Baird Financial Group
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Baird Financial Group’s CAVA Group CAVA Stock Holding History

Baird Financial Group’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 		$23.8M Sell
303,141
-167,493
-36% -$14M 0.03% 340
2026
Q1 		$38.1M Sell
470,634
-86,660
-16% -$6.32M 0.06% 218
2025
Q4 		$32.7M Buy
557,294
+41,039
+8% +$2.29M 0.05% 250
2025
Q3 		$31.2M Buy
516,255
+9,997
+2% +$757K 0.05% 275
2025
Q2 		$42.6M Buy
506,258
+467,608
+1,210% +$39.9M 0.07% 218
2025
Q1 		$3.34M Sell
38,650
-13,158
-25% -$1.43M 0.01% 807
2024
Q4 		$5.84M Buy
51,808
+28,583
+123% +$3.81M 0.01% 639
2024
Q3 		$2.88M Sell
23,225
-1,844
-7% -$187K 0.01% 852
2024
Q2 		$2.33M Buy
25,069
+697
+3% +$53.8K ﹤0.01% 908
2024
Q1 		$1.71M Buy
24,372
+3,058
+14% +$164K ﹤0.01% 994
2023
Q4 		$916K Buy
21,314
+2,454
+13% +$85.6K ﹤0.01% 1166
2023
Q3 		$578K Buy
+18,860
New +$823K ﹤0.01% 1284

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

Baird Financial Group's CAVA Position: Q2 2026 in Review

Baird Financial Group reduced its CAVA Group (CAVA) stake by 36% in Q2 2026, selling an estimated $14M and leaving 303,141 shares worth $23.8M. The position accounts for 0.03% of the portfolio, ranked #340.

Baird Financial Group first reported a position in CAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $42.6M in Q2 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Baird Financial Group held 303,141 shares of CAVA Group worth $23.8M as of Q2 2026.
  • Baird Financial Group sold 167,493 CAVA Group shares in Q2 2026, an estimated $14M.
  • CAVA Group made up 0.03% of Baird Financial Group's portfolio in Q2 2026, its #340 holding.
  • Baird Financial Group first reported a position in CAVA Group in Q3 2023 and has held it in 12 quarters since.
  • Baird Financial Group's CAVA Group position peaked at $42.6M in Q2 2025.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.