Concord Wealth Partners’s CAVA Group CAVA Stock Holding History

Concord Wealth Partners’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	$8.25K	Buy	+105	New	+$8.8K	﹤0.01%	597
2026 Q1	–	Sell	-105	Closed	-$6.17K	–	285
2025 Q4	$6.17K	Hold	105	–	–	﹤0.01%	596
2025 Q3	$6.35K	Hold	105	–	–	﹤0.01%	586
2025 Q2	$8.85K	Hold	105	–	–	﹤0.01%	560
2025 Q1	$9.08K	Hold	105	–	–	﹤0.01%	520
2024 Q4	$11.9K	Hold	105	–	–	﹤0.01%	510
2024 Q3	$13K	Hold	105	–	–	﹤0.01%	531
2024 Q2	$9.75K	Buy	+105	New	+$8.11K	﹤0.01%	511
2023 Q4	–	Sell	-14	Closed	-$429	–	846
2023 Q3	$429	Buy	+14	New	+$611	﹤0.01%	989

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

Concord Wealth Partners's CAVA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in CAVA Group (CAVA) in Q2 2026: 105 shares worth $8.25K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CAVA as recently as Q4 2025.

Concord Wealth Partners first reported a position in CAVA in Q3 2023 and has held it in 9 quarters since. The position peaked at $13K in Q3 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Concord Wealth Partners held 105 shares of CAVA Group worth $8.25K as of Q2 2026.
CAVA Group was a new Concord Wealth Partners position in Q2 2026.
CAVA Group made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #597 holding.
Concord Wealth Partners first reported a position in CAVA Group in Q3 2023 and has held it in 9 quarters since.
Concord Wealth Partners's CAVA Group position peaked at $13K in Q3 2024.
537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.