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D.B. Root & Company’s CAVA Group CAVA Stock Holding History

D.B. Root & Company’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
Q1 		$643K Buy
7,947
+419
+6% +$30.6K 0.15% 95
2025
Q4 		$442K Sell
7,528
-985
-12% -$54.9K 0.11% 116
2025
Q3 		$514K Buy
8,513
+2,693
+46% +$204K 0.13% 106
2025
Q2 		$490K Sell
5,820
-179
-3% -$15.3K 0.14% 106
2025
Q1 		$518K Buy
+5,999
New +$650K 0.17% 99

Other funds holding CAVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.B. Root & Company's CAVA Position: Q1 2026 in Review

D.B. Root & Company increased its CAVA Group (CAVA) stake by 5.6% in Q1 2026, buying an estimated $30.6K and bringing the position to 7,947 shares worth $643K. The position accounts for 0.15% of the portfolio, ranked #95.

D.B. Root & Company first reported a position in CAVA in Q1 2025 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • D.B. Root & Company held 7,947 shares of CAVA Group worth $643K as of Q1 2026.
  • D.B. Root & Company bought 419 CAVA Group shares in Q1 2026, an estimated $30.6K.
  • CAVA Group made up 0.15% of D.B. Root & Company's portfolio in Q1 2026, its #95 holding.
  • D.B. Root & Company first reported a position in CAVA Group in Q1 2025 and has held it in 5 quarters since.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.