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
2025 Q4	–	Sell	-215,000	Closed	-$13M	–	3627
2025 Q3	$13M	Buy	215,000 +165,700	+336%	+$12.6M	0.01%	939
2025 Q2	$4.15M	Buy	+49,300	New	+$4.2M	﹤0.01%	1326
2024 Q1	–	Sell	-10,000	Closed	-$447K	–	3922
2023 Q4	$447K	Sell	10,000 -50,000	-83%	-$1.74M	﹤0.01%	2578
2023 Q3	$1.84M	Buy	+60,000	New	+$2.62M	﹤0.01%	1743

Other funds holding CAVA

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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. 403 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.
403 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.