GRP
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Global Retirement Partners’s CAVA Group CAVA Stock Holding History

Global Retirement Partners’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 		$101K Buy
+1,286
New +$108K ﹤0.01% 2060
2025
Q4 		$79K Buy
1,346
+474
+54% +$26.4K ﹤0.01% 2055
2025
Q3 		$52.7K Sell
872
-4,621
-84% -$350K ﹤0.01% 1858
2025
Q2 		$463K Buy
+5,493
New +$468K 0.01% 747
2024
Q4 		$55.3K Buy
490
+39
+9% +$5.2K ﹤0.01% 1576
2024
Q3 		$55.9K Buy
451
+113
+33% +$11.5K ﹤0.01% 1510
2024
Q2 		$31.4K Buy
338
+155
+85% +$12K ﹤0.01% 1770
2024
Q1 		$12.8K Buy
+183
New +$9.81K ﹤0.01% 2008

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 $3.38T 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 $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's CAVA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in CAVA Group (CAVA) in Q2 2026: 1,286 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #2060 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CAVA as recently as Q4 2025.

Global Retirement Partners first reported a position in CAVA in Q1 2024 and has held it in 8 quarters since. The position peaked at $463K in Q2 2025. 543 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Global Retirement Partners held 1,286 shares of CAVA Group worth $101K as of Q2 2026.
  • CAVA Group was a new Global Retirement Partners position in Q2 2026.
  • CAVA Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2060 holding.
  • Global Retirement Partners first reported a position in CAVA Group in Q1 2024 and has held it in 8 quarters since.
  • Global Retirement Partners's CAVA Group position peaked at $463K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.