BTI
CAVA icon

Blue Trust Inc’s CAVA Group CAVA Stock Holding History

Blue Trust Inc’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 		$3.45K Sell
44
-18
-29% -$1.51K ﹤0.01% 2101
2026
Q1 		$4.98K Buy
+62
New +$4.52K ﹤0.01% 1984
2025
Q3 		– Sell
-127
Closed -$10.7K – 2588
2025
Q2 		$10.7K Sell
127
-91
-42% -$7.76K ﹤0.01% 1858
2025
Q1 		$18.8K Buy
218
+131
+151% +$14.2K ﹤0.01% 1657
2024
Q4 		$9.81K Buy
+87
New +$11.6K ﹤0.01% 1918

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 Trust Inc's CAVA Position: Q2 2026 in Review

Blue Trust Inc reduced its CAVA Group (CAVA) stake by 29% in Q2 2026, selling an estimated $1.51K and leaving 44 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Blue Trust Inc first reported a position in CAVA in Q4 2024 and has held it in 5 quarters since. The position peaked at $18.8K in Q1 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Blue Trust Inc held 44 shares of CAVA Group worth $3.45K as of Q2 2026.
  • Blue Trust Inc sold 18 CAVA Group shares in Q2 2026, an estimated $1.51K.
  • CAVA Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2101 holding.
  • Blue Trust Inc first reported a position in CAVA Group in Q4 2024 and has held it in 5 quarters since.
  • Blue Trust Inc's CAVA Group position peaked at $18.8K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.