Godshalk Welsh Capital Management’s CAVA Group CAVA Stock Holding History

Godshalk Welsh 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	$441K	Buy	5,625 +100	+2%	+$8.38K	0.24%	96
2026 Q1	$447K	Hold	5,525	–	–	0.26%	93
2025 Q4	$324K	Buy	5,525 +150	+3%	+$8.37K	0.19%	103
2025 Q3	$325K	Hold	5,375	–	–	0.19%	105
2025 Q2	$453K	Hold	5,375	–	–	0.28%	91
2025 Q1	$464K	Hold	5,375	–	–	0.3%	84
2024 Q4	$606K	Hold	5,375	–	–	0.39%	76
2024 Q3	$666K	Hold	5,375	–	–	0.42%	71
2024 Q2	$499K	Hold	5,375	–	–	0.33%	81
2024 Q1	$377K	Buy	+5,375	New	+$288K	0.25%	92

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

Godshalk Welsh Capital Management's CAVA Position: Q2 2026 in Review

Godshalk Welsh Capital Management increased its CAVA Group (CAVA) stake by 1.8% in Q2 2026, buying an estimated $8.38K and bringing the position to 5,625 shares worth $441K. The position accounts for 0.24% of the portfolio, ranked #96.

Godshalk Welsh Capital Management first reported a position in CAVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $666K in Q3 2024. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Godshalk Welsh Capital Management held 5,625 shares of CAVA Group worth $441K as of Q2 2026.
Godshalk Welsh Capital Management bought 100 CAVA Group shares in Q2 2026, an estimated $8.38K.
CAVA Group made up 0.24% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #96 holding.
Godshalk Welsh Capital Management first reported a position in CAVA Group in Q1 2024 and has held it in 10 quarters since.
Godshalk Welsh Capital Management's CAVA Group position peaked at $666K in Q3 2024.
540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.