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BFC Planning, Inc.’s CAVA Group CAVA Stock Holding History

BFC Planning, Inc.’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 		$38.8K Buy
495
+370
+296% +$31K ﹤0.01% 1680
2026
Q1 		$10.1K Buy
125
+54
+76% +$3.94K ﹤0.01% 2046
2025
Q4 		$4.17K Sell
71
-15,466
-100% -$862K ﹤0.01% 2416
2025
Q3 		$939K Buy
15,537
+1,499
+11% +$114K 0.07% 246
2025
Q2 		$1.18M Buy
14,038
+4,003
+40% +$341K 0.09% 198
2025
Q1 		$867K Buy
10,035
+785
+8% +$85.1K 0.08% 228
2024
Q4 		$1.04M Buy
+9,250
New +$1.23M 0.09% 194

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 $2.32T AUM 44.66% 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 $3.38T AUM 44.17% 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 $200B AUM 30.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s CAVA Position: Q2 2026 in Review

BFC Planning, Inc. increased its CAVA Group (CAVA) stake by 296% in Q2 2026, buying an estimated $31K and bringing the position to 495 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

BFC Planning, Inc. first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q2 2025. 544 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • BFC Planning, Inc. held 495 shares of CAVA Group worth $38.8K as of Q2 2026.
  • BFC Planning, Inc. bought 370 CAVA Group shares in Q2 2026, an estimated $31K.
  • CAVA Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1680 holding.
  • BFC Planning, Inc. first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s CAVA Group position peaked at $1.18M in Q2 2025.
  • 544 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.