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Clearstead Advisors’s CAVA Group CAVA Stock Holding History

Clearstead 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 		$101K Buy
1,281
+3
+0.2% +$252 ﹤0.01% 1290
2026
Q1 		$103K Sell
1,278
-288
-18% -$21K ﹤0.01% 1131
2025
Q4 		$91.9K Buy
1,566
+241
+18% +$13.4K ﹤0.01% 1149
2025
Q3 		$80K Buy
1,325
+252
+23% +$19.1K ﹤0.01% 1117
2025
Q2 		$90.3K Buy
1,073
+65
+6% +$5.54K ﹤0.01% 1093
2025
Q1 		$87.1K Hold
1,008
– – ﹤0.01% 1022
2024
Q4 		$114K Sell
1,008
-76
-7% -$10.1K ﹤0.01% 992
2024
Q3 		$134K Hold
1,084
– – ﹤0.01% 958
2024
Q2 		$101K Buy
1,084
+76
+8% +$5.87K ﹤0.01% 998
2024
Q1 		$77K Hold
1,008
– – ﹤0.01% 657
2023
Q4 		$43.3K Hold
1,008
– – ﹤0.01% 779
2023
Q3 		$30.9K Buy
+1,008
New +$44K ﹤0.01% 815

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

Clearstead Advisors's CAVA Position: Q2 2026 in Review

Clearstead Advisors increased its CAVA Group (CAVA) stake by 0.23% in Q2 2026, buying an estimated $252 and bringing the position to 1,281 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Clearstead Advisors first reported a position in CAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $134K in Q3 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Clearstead Advisors held 1,281 shares of CAVA Group worth $101K as of Q2 2026.
  • Clearstead Advisors bought 3 CAVA Group shares in Q2 2026, an estimated $252.
  • CAVA Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1290 holding.
  • Clearstead Advisors first reported a position in CAVA Group in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Advisors's CAVA Group position peaked at $134K in Q3 2024.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.