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D.A. Davidson & Co’s CAVA Group CAVA Stock Holding History

D.A. Davidson & Co’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 		$907K Buy
11,563
+110
+1% +$9.22K 0.01% 994
2026
Q1 		$927K Sell
11,453
-21
-0.2% -$1.53K 0.01% 953
2025
Q4 		$673K Sell
11,474
-29,822
-72% -$1.66M ﹤0.01% 1034
2025
Q3 		$2.49M Buy
41,296
+6,954
+20% +$527K 0.02% 577
2025
Q2 		$2.89M Buy
34,342
+153
+0.4% +$13K 0.02% 487
2025
Q1 		$2.95M Buy
+34,189
New +$3.71M 0.02% 459

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

D.A. Davidson & Co's CAVA Position: Q2 2026 in Review

D.A. Davidson & Co increased its CAVA Group (CAVA) stake by 0.96% in Q2 2026, buying an estimated $9.22K and bringing the position to 11,563 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #994.

D.A. Davidson & Co first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.95M in Q1 2025. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • D.A. Davidson & Co held 11,563 shares of CAVA Group worth $907K as of Q2 2026.
  • D.A. Davidson & Co bought 110 CAVA Group shares in Q2 2026, an estimated $9.22K.
  • CAVA Group made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #994 holding.
  • D.A. Davidson & Co first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
  • D.A. Davidson & Co's CAVA Group position peaked at $2.95M in Q1 2025.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.