FNA
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First National Advisers’s CAVA Group CAVA Stock Holding History

First National Advisers’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 		$357K Buy
4,548
+268
+6% +$22.5K 0.05% 207
2026
Q1 		$346K Sell
4,280
-332
-7% -$24.2K 0.05% 197
2025
Q4 		$271K Buy
+4,612
New +$257K 0.04% 216

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

First National Advisers's CAVA Position: Q2 2026 in Review

First National Advisers increased its CAVA Group (CAVA) stake by 6.3% in Q2 2026, buying an estimated $22.5K and bringing the position to 4,548 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #207.

First National Advisers first reported a position in CAVA in Q4 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • First National Advisers held 4,548 shares of CAVA Group worth $357K as of Q2 2026.
  • First National Advisers bought 268 CAVA Group shares in Q2 2026, an estimated $22.5K.
  • CAVA Group made up 0.05% of First National Advisers's portfolio in Q2 2026, its #207 holding.
  • First National Advisers first reported a position in CAVA Group in Q4 2025 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.