CRCM
CAVA icon

Crystal Rock Capital Management’s CAVA Group CAVA Stock Holding History

Crystal Rock Capital 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 		$656K Sell
8,365
-10,450
-56% -$876K 0.33% 33
2026
Q1 		$1.52M Sell
18,815
-22,235
-54% -$1.62M 0.9% 28
2025
Q4 		$2.41M Buy
41,050
+17,775
+76% +$991K 1.27% 26
2025
Q3 		$1.41M Buy
+23,275
New +$1.76M 0.77% 27

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

Crystal Rock Capital Management's CAVA Position: Q2 2026 in Review

Crystal Rock Capital Management reduced its CAVA Group (CAVA) stake by 56% in Q2 2026, selling an estimated $876K and leaving 8,365 shares worth $656K. The position accounts for 0.33% of the portfolio, ranked #33.

Crystal Rock Capital Management first reported a position in CAVA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.41M in Q4 2025. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Crystal Rock Capital Management held 8,365 shares of CAVA Group worth $656K as of Q2 2026.
  • Crystal Rock Capital Management sold 10,450 CAVA Group shares in Q2 2026, an estimated $876K.
  • CAVA Group made up 0.33% of Crystal Rock Capital Management's portfolio in Q2 2026, its #33 holding.
  • Crystal Rock Capital Management first reported a position in CAVA Group in Q3 2025 and has held it in 4 quarters since.
  • Crystal Rock Capital Management's CAVA Group position peaked at $2.41M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Crystal Rock Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.