Dynasty Wealth Management’s CAVA Group CAVA Stock Holding History

Dynasty Wealth Management’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	–	Sell	-5,368	Closed	-$434K	–	375
2026 Q1	$434K	Buy	+5,368	New	+$391K	﹤0.01%	250

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynasty Wealth Management's CAVA Position: Q2 2026 in Review

Dynasty Wealth Management sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 5,368 shares — an estimated $434K sold.

Dynasty Wealth Management first reported a position in CAVA in Q1 2026 and held it in 1 quarter. The position peaked at $434K in Q1 2026. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Dynasty Wealth Management reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
Dynasty Wealth Management sold 5,368 CAVA Group shares in Q2 2026, an estimated $434K.
Dynasty Wealth Management first reported a position in CAVA Group in Q1 2026 and held it in 1 quarter.
Dynasty Wealth Management's CAVA Group position peaked at $434K in Q1 2026.
540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.