Capstone Investment Advisors
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Capstone Investment Advisors’s CAVA Group CAVA Stock Holding History

Capstone 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 		$7.02M Buy
89,500
+43,561
+95% +$3.65M 0.01% 430
2026
Q1 		$3.72M Buy
45,939
+40,909
+813% +$2.98M 0.01% 484
2025
Q4 		$295K Buy
+5,030
New +$281K ﹤0.01% 1358
2024
Q2 		– Sell
-31,842
Closed -$2.23M – 2122
2024
Q1 		$2.23M Buy
31,842
+1,268
+4% +$68K 0.01% 739
2023
Q4 		$1.31M Buy
30,574
+20,670
+209% +$721K ﹤0.01% 941
2023
Q3 		$303K Buy
+9,904
New +$432K ﹤0.01% 1593

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

Capstone Investment Advisors's CAVA Position: Q2 2026 in Review

Capstone Investment Advisors increased its CAVA Group (CAVA) stake by 95% in Q2 2026, buying an estimated $3.65M and bringing the position to 89,500 shares worth $7.02M. The position accounts for 0.01% of the portfolio, ranked #430.

Capstone Investment Advisors first reported a position in CAVA in Q3 2023 and has held it in 6 quarters since. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Capstone Investment Advisors held 89,500 shares of CAVA Group worth $7.02M as of Q2 2026.
  • Capstone Investment Advisors bought 43,561 CAVA Group shares in Q2 2026, an estimated $3.65M.
  • CAVA Group made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #430 holding.
  • Capstone Investment Advisors first reported a position in CAVA Group in Q3 2023 and has held it in 6 quarters since.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.