CPG
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Cornerstone Planning Group’s CAVA Group CAVA Stock Holding History

Cornerstone Planning Group’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 		$29.7K Sell
477
-73
-13% -$6.12K ﹤0.01% 550
2026
Q1 		$49.7K Buy
550
+93
+20% +$6.78K 0.01% 402
2025
Q4 		$28.7K Buy
457
+7
+2% +$390 ﹤0.01% 492
2025
Q3 		$24.2K Buy
450
+356
+379% +$27K ﹤0.01% 518
2025
Q2 		$8.23K Buy
94
+93
+9,300% +$7.93K ﹤0.01% 604
2025
Q1 		$86 Buy
+1
New +$108 ﹤0.01% 1504

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $1.25B AUM 112.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's CAVA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its CAVA Group (CAVA) stake by 13% in Q2 2026, selling an estimated $6.12K and leaving 477 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Cornerstone Planning Group first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $49.7K in Q1 2026. 270 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Cornerstone Planning Group held 477 shares of CAVA Group worth $29.7K as of Q2 2026.
  • Cornerstone Planning Group sold 73 CAVA Group shares in Q2 2026, an estimated $6.12K.
  • CAVA Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #550 holding.
  • Cornerstone Planning Group first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's CAVA Group position peaked at $49.7K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.