ClearBridge Investments
CAVA icon

ClearBridge Investments’s CAVA Group CAVA Stock Holding History

ClearBridge Investments’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 		$110M Sell
1,406,266
-37,252
-3% -$3.12M 0.09% 214
2026
Q1 		$117M Buy
1,443,518
+441,245
+44% +$32.2M 0.1% 186
2025
Q4 		$58.8M Sell
1,002,273
-46,327
-4% -$2.58M 0.05% 300
2025
Q3 		$63.3M Buy
1,048,600
+143,446
+16% +$10.9M 0.05% 297
2025
Q2 		$76.2M Buy
905,154
+350,680
+63% +$29.9M 0.06% 261
2025
Q1 		$47.9M Buy
+554,474
New +$60.1M 0.04% 309

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

ClearBridge Investments's CAVA Position: Q2 2026 in Review

ClearBridge Investments reduced its CAVA Group (CAVA) stake by 2.6% in Q2 2026, selling an estimated $3.12M and leaving 1,406,266 shares worth $110M. The position accounts for 0.09% of the portfolio, ranked #214.

ClearBridge Investments first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $117M in Q1 2026. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • ClearBridge Investments held 1,406,266 shares of CAVA Group worth $110M as of Q2 2026.
  • ClearBridge Investments sold 37,252 CAVA Group shares in Q2 2026, an estimated $3.12M.
  • CAVA Group made up 0.09% of ClearBridge Investments's portfolio in Q2 2026, its #214 holding.
  • ClearBridge Investments first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
  • ClearBridge Investments's CAVA Group position peaked at $117M in Q1 2026.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.