Congress Asset Management’s CAVA Group CAVA Stock Holding History

Congress Asset Management’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	$39.1M	Buy	498,344 +6,285	+1%	+$527K	0.24%	115
2026 Q1	$39.8M	Buy	492,059 +81,557	+20%	+$5.95M	0.29%	105
2025 Q4	$24.1M	Sell	410,502 -258,751	-39%	-$14.4M	0.17%	132
2025 Q3	$40.4M	Sell	669,253 -82,741	-11%	-$6.27M	0.27%	115
2025 Q2	$63.3M	Buy	751,994 +749,544	+30,594%	+$63.9M	0.43%	95
2025 Q1	$212K	Buy	+2,450	New	+$266K	﹤0.01%	361

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

Congress Asset Management's CAVA Position: Q2 2026 in Review

Congress Asset Management increased its CAVA Group (CAVA) stake by 1.3% in Q2 2026, buying an estimated $527K and bringing the position to 498,344 shares worth $39.1M. The position accounts for 0.24% of the portfolio, ranked #115.

Congress Asset Management first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $63.3M in Q2 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Congress Asset Management held 498,344 shares of CAVA Group worth $39.1M as of Q2 2026.
Congress Asset Management bought 6,285 CAVA Group shares in Q2 2026, an estimated $527K.
CAVA Group made up 0.24% of Congress Asset Management's portfolio in Q2 2026, its #115 holding.
Congress Asset Management first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
Congress Asset Management's CAVA Group position peaked at $63.3M in Q2 2025.
537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.