Ferguson Wellman Capital Management’s CAVA Group CAVA Stock Holding History

Ferguson Wellman Capital 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	$326K	Buy	+4,150	New	+$348K	﹤0.01%	361

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

Ferguson Wellman Capital Management's CAVA Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in CAVA Group (CAVA) in Q2 2026: 4,150 shares worth $326K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings.

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

Ferguson Wellman Capital Management held 4,150 shares of CAVA Group worth $326K as of Q2 2026.
CAVA Group was a new Ferguson Wellman Capital Management position in Q2 2026.
CAVA Group made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #361 holding.
540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.