Focus Partners Wealth
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Focus Partners Wealth’s CAVA Group CAVA Stock Holding History

Focus Partners Wealth’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 		$8.52M Sell
108,554
-7,899
-7% -$662K 0.01% 769
2026
Q1 		$9.42M Sell
116,453
-13,282
-10% -$969K 0.01% 739
2025
Q4 		$7.61M Sell
129,735
-11,418
-8% -$637K 0.01% 798
2025
Q3 		$8.52M Buy
141,153
+1,233
+0.9% +$93.4K 0.01% 603
2025
Q2 		$11.8M Sell
139,920
-16,613
-11% -$1.42M 0.03% 464
2025
Q1 		$13.5M Buy
156,533
+26,529
+20% +$2.88M 0.03% 412
2024
Q4 		$14.7M Buy
130,004
+25,479
+24% +$3.4M 0.04% 379
2024
Q3 		$12.9M Sell
104,525
-208,921
-67% -$21.2M 0.04% 357
2024
Q2 		$28.1M Buy
313,446
+271,386
+645% +$20.9M 0.09% 202
2024
Q1 		$2.95M Buy
42,060
+30,009
+249% +$1.61M 0.02% 423
2023
Q4 		$518K Buy
+12,051
New +$420K 0.01% 572

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

Focus Partners Wealth's CAVA Position: Q2 2026 in Review

Focus Partners Wealth reduced its CAVA Group (CAVA) stake by 6.8% in Q2 2026, selling an estimated $662K and leaving 108,554 shares worth $8.52M. The position accounts for 0.01% of the portfolio, ranked #769.

Focus Partners Wealth first reported a position in CAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.1M in Q2 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Focus Partners Wealth held 108,554 shares of CAVA Group worth $8.52M as of Q2 2026.
  • Focus Partners Wealth sold 7,899 CAVA Group shares in Q2 2026, an estimated $662K.
  • CAVA Group made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #769 holding.
  • Focus Partners Wealth first reported a position in CAVA Group in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's CAVA Group position peaked at $28.1M in Q2 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.