D.B. Root & Company
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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
Q3 		$526K Buy
9,727
+1,436
+17% +$91.3K 0.11% 121
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $1.18B AUM 66.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

D.B. Root & Company's CAVA Position: Q3 2026 in Review

D.B. Root & Company increased its CAVA Group (CAVA) stake by 17% in Q3 2026, buying an estimated $91.3K and bringing the position to 9,727 shares worth $526K. The position accounts for 0.11% of the portfolio, ranked #121.

D.B. Root & Company first reported a position in CAVA in Q1 2025 and has held it in 7 quarters since. The position peaked at $651K in Q2 2026. 259 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • D.B. Root & Company held 9,727 shares of CAVA Group worth $526K as of Q3 2026.
  • D.B. Root & Company bought 1,436 CAVA Group shares in Q3 2026, an estimated $91.3K.
  • CAVA Group made up 0.11% of D.B. Root & Company's portfolio in Q3 2026, its #121 holding.
  • D.B. Root & Company first reported a position in CAVA Group in Q1 2025 and has held it in 7 quarters since.
  • D.B. Root & Company's CAVA Group position peaked at $651K in Q2 2026.
  • 259 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.