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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
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

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

Covestor's CAVA Position: Q2 2026 in Review

Covestor reduced its CAVA Group (CAVA) stake by 68% in Q2 2026, selling an estimated $94.8K and leaving 524 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #892.

Covestor first reported a position in CAVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $269K in Q3 2024. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Covestor held 524 shares of CAVA Group worth $41K as of Q2 2026.
  • Covestor sold 1,130 CAVA Group shares in Q2 2026, an estimated $94.8K.
  • CAVA Group made up 0.02% of Covestor's portfolio in Q2 2026, its #892 holding.
  • Covestor first reported a position in CAVA Group in Q1 2024 and has held it in 10 quarters since.
  • Covestor's CAVA Group position peaked at $269K in Q3 2024.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.