Covestor
CAVA icon

Covestor’s CAVA Group CAVA Stock Holding History

Covestor’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
Q3 		$8K Sell
139
-385
-73% -$24.5K 0.01% 1618
2026
Q2 		$41K Sell
524
-1,130
-68% -$94.8K 0.02% 892
2026
Q1 		$134K Sell
1,654
-1,877
-53% -$137K 0.09% 180
2025
Q4 		$207K Buy
3,531
+931
+36% +$51.9K 0.11% 204
2025
Q3 		$157K Buy
2,600
+371
+17% +$28.1K 0.09% 317
2025
Q2 		$188K Buy
2,229
+345
+18% +$29.4K 0.11% 214
2025
Q1 		$163K Buy
1,884
+1,238
+192% +$134K 0.11% 220
2024
Q4 		$73K Sell
646
-1,524
-70% -$203K 0.05% 688
2024
Q3 		$269K Buy
2,170
+1,956
+914% +$199K 0.17% 82
2024
Q2 		$20K Sell
214
-1
-0.5% -$77 0.01% 1194
2024
Q1 		$15K Buy
+215
New +$11.5K 0.01% 1309

Other funds holding CAVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $1.18B AUM 66.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Covestor's CAVA Position: Q3 2026 in Review

Covestor reduced its CAVA Group (CAVA) stake by 73% in Q3 2026, selling an estimated $24.5K and leaving 139 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #1618.

Covestor first reported a position in CAVA in Q1 2024 and has held it in 11 quarters since. The position peaked at $269K in Q3 2024. 259 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • Covestor held 139 shares of CAVA Group worth $8K as of Q3 2026.
  • Covestor sold 385 CAVA Group shares in Q3 2026, an estimated $24.5K.
  • CAVA Group made up 0.01% of Covestor's portfolio in Q3 2026, its #1618 holding.
  • Covestor first reported a position in CAVA Group in Q1 2024 and has held it in 11 quarters since.
  • Covestor's CAVA Group position peaked at $269K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.