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Diversified Trust’s CAVA Group CAVA Stock Holding History

Diversified Trust’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 		$1.87M Buy
23,831
+2,964
+14% +$249K 0.03% 292
2026
Q1 		$1.69M Sell
20,867
-493
-2% -$36K 0.03% 299
2025
Q4 		$1.25M Buy
21,360
+9,233
+76% +$515K 0.02% 372
2025
Q3 		$733K Buy
12,127
+4,385
+57% +$332K 0.01% 498
2025
Q2 		$652K Buy
7,742
+4,000
+107% +$341K 0.01% 515
2025
Q1 		$323K Buy
+3,742
New +$406K 0.01% 711

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

Diversified Trust's CAVA Position: Q2 2026 in Review

Diversified Trust increased its CAVA Group (CAVA) stake by 14% in Q2 2026, buying an estimated $249K and bringing the position to 23,831 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #292.

Diversified Trust first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Diversified Trust held 23,831 shares of CAVA Group worth $1.87M as of Q2 2026.
  • Diversified Trust bought 2,964 CAVA Group shares in Q2 2026, an estimated $249K.
  • CAVA Group made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #292 holding.
  • Diversified Trust first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.