DLCIG
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D.L. Carlson Investment Group’s CAVA Group CAVA Stock Holding History

D.L. Carlson Investment Group’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 		$2.7M Buy
+34,467
New +$2.89M 0.43% 65

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.L. Carlson Investment Group's CAVA Position: Q2 2026 in Review

D.L. Carlson Investment Group opened a new position in CAVA Group (CAVA) in Q2 2026: 34,467 shares worth $2.7M. The stake represents 0.43% of the portfolio and ranks #65 among its holdings.

537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • D.L. Carlson Investment Group held 34,467 shares of CAVA Group worth $2.7M as of Q2 2026.
  • CAVA Group was a new D.L. Carlson Investment Group position in Q2 2026.
  • CAVA Group made up 0.43% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #65 holding.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.