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Blue Chip Partners’s CAVA Group CAVA Stock Holding History

Blue Chip Partners’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 		$942K Buy
11,997
+2,175
+22% +$182K 0.06% 101
2026
Q1 		$795K Buy
9,822
+3,107
+46% +$227K 0.06% 101
2025
Q4 		$394K Buy
6,715
+95
+1% +$5.3K 0.03% 124
2025
Q3 		$400K Buy
6,620
+1,078
+19% +$81.7K 0.03% 121
2025
Q2 		$467K Buy
5,542
+2,273
+70% +$194K 0.04% 111
2025
Q1 		$282K Buy
+3,269
New +$354K 0.02% 132

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

Blue Chip Partners's CAVA Position: Q2 2026 in Review

Blue Chip Partners increased its CAVA Group (CAVA) stake by 22% in Q2 2026, buying an estimated $182K and bringing the position to 11,997 shares worth $942K. The position accounts for 0.06% of the portfolio, ranked #101.

Blue Chip Partners first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. 541 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Blue Chip Partners held 11,997 shares of CAVA Group worth $942K as of Q2 2026.
  • Blue Chip Partners bought 2,175 CAVA Group shares in Q2 2026, an estimated $182K.
  • CAVA Group made up 0.06% of Blue Chip Partners's portfolio in Q2 2026, its #101 holding.
  • Blue Chip Partners first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
  • 541 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.