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Bare Financial Services’s CAVA Group CAVA Stock Holding History

Bare Financial Services’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 		$1.26K Hold
16
– – ﹤0.01% 1288
2026
Q1 		$1.29K Buy
16
+9
+129% +$656 ﹤0.01% 1144
2025
Q4 		$411 Buy
+7
New +$390 ﹤0.01% 1491

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

Bare Financial Services's CAVA Position: Q2 2026 in Review

Bare Financial Services held its CAVA Group (CAVA) position steady in Q2 2026 at 16 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Bare Financial Services first reported a position in CAVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.29K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Bare Financial Services held 16 shares of CAVA Group worth $1.26K as of Q2 2026.
  • Bare Financial Services left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1288 holding.
  • Bare Financial Services first reported a position in CAVA Group in Q4 2025 and has held it in 3 quarters since.
  • Bare Financial Services's CAVA Group position peaked at $1.29K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.