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Brookstone Capital Management’s CAVA Group CAVA Stock Holding History

Brookstone Capital 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 		$1.25M Buy
15,887
+2,562
+19% +$215K 0.01% 633
2026
Q1 		$1.08M Buy
13,325
+313
+2% +$22.8K 0.01% 620
2025
Q4 		$764K Sell
13,012
-2,912
-18% -$162K 0.01% 712
2025
Q3 		$962K Buy
15,924
+2,077
+15% +$157K 0.01% 617
2025
Q2 		$1.17M Sell
13,847
-13
-0.1% -$1.11K 0.02% 540
2025
Q1 		$1.2M Buy
13,860
+2,673
+24% +$290K 0.02% 511
2024
Q4 		$1.26M Buy
11,187
+1,985
+22% +$265K 0.02% 467
2024
Q3 		$1.14M Sell
9,202
-27
-0.3% -$2.74K 0.02% 487
2024
Q2 		$752K Buy
+9,229
New +$712K 0.01% 555

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

Brookstone Capital Management's CAVA Position: Q2 2026 in Review

Brookstone Capital Management increased its CAVA Group (CAVA) stake by 19% in Q2 2026, buying an estimated $215K and bringing the position to 15,887 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #633.

Brookstone Capital Management first reported a position in CAVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q4 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Brookstone Capital Management held 15,887 shares of CAVA Group worth $1.25M as of Q2 2026.
  • Brookstone Capital Management bought 2,562 CAVA Group shares in Q2 2026, an estimated $215K.
  • CAVA Group made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #633 holding.
  • Brookstone Capital Management first reported a position in CAVA Group in Q2 2024 and has held it in 9 quarters since.
  • Brookstone Capital Management's CAVA Group position peaked at $1.26M in Q4 2024.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.