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Birch Hill Investment Advisors’s CAVA Group CAVA Stock Holding History

Birch Hill Investment Advisors’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 		$344K Hold
4,382
– – 0.01% 167
2026
Q1 		$355K Sell
4,382
-1,600
-27% -$117K 0.02% 161
2025
Q4 		$351K Buy
5,982
+2,190
+58% +$122K 0.01% 166
2025
Q3 		$229K Buy
+3,792
New +$287K 0.01% 188

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $1.25B AUM 112.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Birch Hill Investment Advisors's CAVA Position: Q2 2026 in Review

Birch Hill Investment Advisors held its CAVA Group (CAVA) position steady in Q2 2026 at 4,382 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #167.

Birch Hill Investment Advisors first reported a position in CAVA in Q3 2025 and has held it in 4 quarters since. The position peaked at $355K in Q1 2026. 257 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Birch Hill Investment Advisors held 4,382 shares of CAVA Group worth $344K as of Q2 2026.
  • Birch Hill Investment Advisors left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Birch Hill Investment Advisors first reported a position in CAVA Group in Q3 2025 and has held it in 4 quarters since.
  • Birch Hill Investment Advisors's CAVA Group position peaked at $355K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.