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Beese Fulmer Investment Management’s CAVA Group CAVA Stock Holding History

Beese Fulmer Investment Management’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 		– Sell
-5,400
Closed -$437K – 421
2026
Q1 		$437K Buy
5,400
+1,960
+57% +$143K 0.03% 231
2025
Q4 		$202K Buy
+3,440
New +$192K 0.01% 385

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

Beese Fulmer Investment Management's CAVA Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 5,400 shares — an estimated $437K sold.

Beese Fulmer Investment Management first reported a position in CAVA in Q4 2025 and held it in 2 quarters. The position peaked at $437K in Q1 2026. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 5,400 CAVA Group shares in Q2 2026, an estimated $437K.
  • Beese Fulmer Investment Management first reported a position in CAVA Group in Q4 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's CAVA Group position peaked at $437K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.