Commonwealth Equity Services’s CAVA Group CAVA Stock Holding History

Commonwealth Equity Services’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	$3.9M	Sell	49,707 -2,833	-5%	-$238K	﹤0.01%	1601
2026 Q1	$4.25M	Sell	52,540 -6,671	-11%	-$486K	0.01%	1446
2025 Q4	$3.48M	Sell	59,211 -4,002	-6%	-$223K	﹤0.01%	1578
2025 Q3	$3.82M	Sell	63,213 -3,051	-5%	-$231K	﹤0.01%	1535
2025 Q2	$5.58M	Buy	66,264 +12,643	+24%	+$1.08M	0.01%	1249
2025 Q1	$4.63M	Buy	53,621 +8,333	+18%	+$903K	0.01%	1320
2024 Q4	$5.11M	Buy	45,288 +586	+1%	+$78.1K	0.01%	1224
2024 Q3	$5.54M	Sell	44,702 -8,741	-16%	-$888K	0.01%	1151
2024 Q2	$4.96M	Buy	53,443 +2,478	+5%	+$191K	0.01%	1207
2024 Q1	$3.57M	Sell	50,965 -16,422	-24%	-$880K	0.01%	1391
2023 Q4	$2.9M	Buy	67,387 +46,120	+217%	+$1.61M	0.01%	1455
2023 Q3	$651K	Buy	21,267 +12,999	+157%	+$567K	﹤0.01%	2370
2023 Q2	$339K	Buy	+8,268	New	+$340K	﹤0.01%	2946

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services's CAVA Position: Q2 2026 in Review

Commonwealth Equity Services reduced its CAVA Group (CAVA) stake by 5.4% in Q2 2026, selling an estimated $238K and leaving 49,707 shares worth $3.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Commonwealth Equity Services first reported a position in CAVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.58M in Q2 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Commonwealth Equity Services held 49,707 shares of CAVA Group worth $3.9M as of Q2 2026.
Commonwealth Equity Services sold 2,833 CAVA Group shares in Q2 2026, an estimated $238K.
CAVA Group made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1601 holding.
Commonwealth Equity Services first reported a position in CAVA Group in Q2 2023 and has held it in 13 quarters since.
Commonwealth Equity Services's CAVA Group position peaked at $5.58M in Q2 2025.
537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.