Howard Financial Services’s CAVA Group CAVA Stock Holding History

Howard Financial Services’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	$478K	Hold	6,085	–	–	0.05%	151
2026 Q1	$492K	Hold	6,085	–	–	0.06%	132
2025 Q4	$357K	Hold	6,085	–	–	0.04%	142
2025 Q3	$368K	Hold	6,085	–	–	0.05%	132
2025 Q2	$513K	Sell	6,085 -109	-2%	-$9.3K	0.07%	102
2025 Q1	$535K	Hold	6,194	–	–	0.07%	98
2024 Q4	$699K	Buy	6,194 +109	+2%	+$14.5K	0.1%	85
2024 Q3	$754K	Hold	6,085	–	–	0.11%	68
2024 Q2	$564K	Hold	6,085	–	–	0.09%	77
2024 Q1	$426K	Hold	6,085	–	–	0.07%	98
2023 Q4	$262K	Buy	+6,085	New	+$212K	0.05%	129

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

Howard Financial Services's CAVA Position: Q2 2026 in Review

Howard Financial Services held its CAVA Group (CAVA) position steady in Q2 2026 at 6,085 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #151.

Howard Financial Services first reported a position in CAVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $754K in Q3 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Howard Financial Services held 6,085 shares of CAVA Group worth $478K as of Q2 2026.
Howard Financial Services left its CAVA Group share count unchanged in Q2 2026.
CAVA Group made up 0.05% of Howard Financial Services's portfolio in Q2 2026, its #151 holding.
Howard Financial Services first reported a position in CAVA Group in Q4 2023 and has held it in 11 quarters since.
Howard Financial Services's CAVA Group position peaked at $754K in Q3 2024.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.