Creative Planning’s CAVA Group CAVA Stock Holding History

Creative Planning’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	$2.66M	Sell	33,892 -3,009	-8%	-$252K	﹤0.01%	1872
2026 Q1	$2.99M	Buy	36,901 +18,823	+104%	+$1.37M	﹤0.01%	1580
2025 Q4	$1.06M	Buy	18,078 +5,525	+44%	+$308K	﹤0.01%	2230
2025 Q3	$758K	Buy	12,553 +807	+7%	+$61.1K	﹤0.01%	2376
2025 Q2	$989K	Sell	11,746 -2,258	-16%	-$193K	﹤0.01%	1853
2025 Q1	$1.21M	Buy	14,004 +7,030	+101%	+$762K	﹤0.01%	1559
2024 Q4	$787K	Buy	6,974 +789	+13%	+$105K	﹤0.01%	1846
2024 Q3	$766K	Buy	6,185 +1,139	+23%	+$116K	﹤0.01%	1737
2024 Q2	$468K	Buy	5,046 +1,000	+25%	+$77.2K	﹤0.01%	1994
2024 Q1	$283K	Buy	+4,046	New	+$217K	﹤0.01%	2301

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

Creative Planning's CAVA Position: Q2 2026 in Review

Creative Planning reduced its CAVA Group (CAVA) stake by 8.2% in Q2 2026, selling an estimated $252K and leaving 33,892 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Creative Planning first reported a position in CAVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.99M in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Creative Planning held 33,892 shares of CAVA Group worth $2.66M as of Q2 2026.
Creative Planning sold 3,009 CAVA Group shares in Q2 2026, an estimated $252K.
CAVA Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1872 holding.
Creative Planning first reported a position in CAVA Group in Q1 2024 and has held it in 10 quarters since.
Creative Planning's CAVA Group position peaked at $2.99M in Q1 2026.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.