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IFP Advisors’s CAVA Group CAVA Stock Holding History

IFP Advisors’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 		$126K Sell
1,604
-40
-2% -$3.35K ﹤0.01% 1815
2026
Q1 		$133K Sell
1,644
-563
-26% -$41.1K ﹤0.01% 1644
2025
Q4 		$130K Buy
2,207
+391
+22% +$21.8K ﹤0.01% 1625
2025
Q3 		$110K Sell
1,816
-262
-13% -$19.8K ﹤0.01% 1624
2025
Q2 		$175K Sell
2,078
-2,462
-54% -$210K 0.01% 1337
2025
Q1 		$392K Sell
4,540
-554
-11% -$60.1K 0.01% 854
2024
Q4 		$575K Buy
5,094
+957
+23% +$128K 0.02% 689
2024
Q3 		$512K Buy
4,137
+1,014
+32% +$103K 0.02% 696
2024
Q2 		$290K Buy
3,123
+2,208
+241% +$170K 0.01% 854
2024
Q1 		$64.1K Buy
915
+885
+2,950% +$47.4K ﹤0.01% 1487
2023
Q4 		$1.29K Sell
30
-70
-70% -$2.44K ﹤0.01% 2774
2023
Q3 		$3.06K Buy
+100
New +$4.36K ﹤0.01% 2690

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

IFP Advisors's CAVA Position: Q2 2026 in Review

IFP Advisors reduced its CAVA Group (CAVA) stake by 2.4% in Q2 2026, selling an estimated $3.35K and leaving 1,604 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

IFP Advisors first reported a position in CAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $575K in Q4 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • IFP Advisors held 1,604 shares of CAVA Group worth $126K as of Q2 2026.
  • IFP Advisors sold 40 CAVA Group shares in Q2 2026, an estimated $3.35K.
  • CAVA Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1815 holding.
  • IFP Advisors first reported a position in CAVA Group in Q3 2023 and has held it in 12 quarters since.
  • IFP Advisors's CAVA Group position peaked at $575K in Q4 2024.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.