DBRC
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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
Q2 		$651K Buy
8,291
+344
+4% +$28.8K 0.14% 100
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 $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.B. Root & Company's CAVA Position: Q2 2026 in Review

D.B. Root & Company increased its CAVA Group (CAVA) stake by 4.3% in Q2 2026, buying an estimated $28.8K and bringing the position to 8,291 shares worth $651K. The position accounts for 0.14% of the portfolio, ranked #100.

D.B. Root & Company first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • D.B. Root & Company held 8,291 shares of CAVA Group worth $651K as of Q2 2026.
  • D.B. Root & Company bought 344 CAVA Group shares in Q2 2026, an estimated $28.8K.
  • CAVA Group made up 0.14% of D.B. Root & Company's portfolio in Q2 2026, its #100 holding.
  • D.B. Root & Company first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.