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Concurrent Investment Advisors’s CAVA Group CAVA Stock Holding History

Concurrent 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 		$342K Buy
4,356
+299
+7% +$25.1K ﹤0.01% 1619
2026
Q1 		$328K Sell
4,057
-320
-7% -$23.3K ﹤0.01% 1438
2025
Q4 		$257K Buy
+4,377
New +$244K ﹤0.01% 1491
2025
Q3 		– Sell
-3,977
Closed -$335K – 1517
2025
Q2 		$335K Sell
3,977
-2,267
-36% -$193K 0.01% 1011
2025
Q1 		$540K Buy
6,244
+3,416
+121% +$370K 0.01% 730
2024
Q4 		$319K Buy
2,828
+394
+16% +$52.5K 0.01% 802
2024
Q3 		$301K Buy
+2,434
New +$247K 0.01% 779

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

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

Concurrent Investment Advisors increased its CAVA Group (CAVA) stake by 7.4% in Q2 2026, buying an estimated $25.1K and bringing the position to 4,356 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Concurrent Investment Advisors first reported a position in CAVA in Q3 2024 and has held it in 7 quarters since. The position peaked at $540K in Q1 2025. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Concurrent Investment Advisors held 4,356 shares of CAVA Group worth $342K as of Q2 2026.
  • Concurrent Investment Advisors bought 299 CAVA Group shares in Q2 2026, an estimated $25.1K.
  • CAVA Group made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1619 holding.
  • Concurrent Investment Advisors first reported a position in CAVA Group in Q3 2024 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's CAVA Group position peaked at $540K in Q1 2025.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.