Bank of Montreal
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Bank of Montreal’s CAVA Group CAVA Stock Holding History

Bank of Montreal’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 		$1.58M Sell
20,185
-1,410
-7% -$118K ﹤0.01% 1850
2026
Q1 		$1.75M Sell
21,595
-70
-0.3% -$5.1K ﹤0.01% 1732
2025
Q4 		$1.27M Sell
21,665
-238,005
-92% -$13.3M ﹤0.01% 1855
2025
Q3 		$15.7M Buy
259,670
+189,159
+268% +$14.3M 0.01% 880
2025
Q2 		$5.94M Buy
70,511
+50,920
+260% +$4.34M ﹤0.01% 1176
2025
Q1 		$1.69M Buy
19,591
+13,501
+222% +$1.46M ﹤0.01% 1575
2024
Q4 		$687K Buy
6,090
+23
+0.4% +$3.07K ﹤0.01% 2053
2024
Q3 		$751K Sell
6,067
-4,053
-40% -$412K ﹤0.01% 2181
2024
Q2 		$943K Sell
10,120
-171
-2% -$13.2K ﹤0.01% 2055
2024
Q1 		$722K Buy
10,291
+10,283
+128,538% +$551K ﹤0.01% 2196
2023
Q4 		$358 Sell
8
-49,992
-100% -$1.74M ﹤0.01% 3931
2023
Q3 		$1.53M Buy
+50,000
New +$2.18M ﹤0.01% 1837

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of Montreal's CAVA Position: Q2 2026 in Review

Bank of Montreal reduced its CAVA Group (CAVA) stake by 6.5% in Q2 2026, selling an estimated $118K and leaving 20,185 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Bank of Montreal first reported a position in CAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.7M in Q3 2025. 508 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Bank of Montreal held 20,185 shares of CAVA Group worth $1.58M as of Q2 2026.
  • Bank of Montreal sold 1,410 CAVA Group shares in Q2 2026, an estimated $118K.
  • CAVA Group made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1850 holding.
  • Bank of Montreal first reported a position in CAVA Group in Q3 2023 and has held it in 12 quarters since.
  • Bank of Montreal's CAVA Group position peaked at $15.7M in Q3 2025.
  • 508 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.