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Independent Advisor Alliance’s CAVA Group CAVA Stock Holding History

Independent Advisor Alliance’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 		– Sell
-2,600
Closed -$210K – 1113
2026
Q1 		$210K Buy
+2,600
New +$190K ﹤0.01% 1475
2025
Q4 		– Sell
-25,643
Closed -$1.55M – 1010
2025
Q3 		$1.55M Sell
25,643
-22,415
-47% -$1.7M 0.04% 348
2025
Q2 		$4.05M Buy
48,058
+11,276
+31% +$962K 0.12% 148
2025
Q1 		$3.18M Buy
36,782
+2,074
+6% +$225K 0.11% 174
2024
Q4 		$3.92M Buy
34,708
+9,253
+36% +$1.23M 0.05% 330
2024
Q3 		$3.15M Buy
25,455
+15,481
+155% +$1.57M 0.11% 154
2024
Q2 		$925K Buy
9,974
+735
+8% +$56.7K 0.03% 339
2024
Q1 		$647K Buy
9,239
+87
+1% +$4.66K 0.02% 403
2023
Q4 		$393K Buy
+9,152
New +$319K 0.01% 484

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

Independent Advisor Alliance's CAVA Position: Q2 2026 in Review

Independent Advisor Alliance sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 2,600 shares — an estimated $210K sold.

Independent Advisor Alliance first reported a position in CAVA in Q4 2023 and held it in 9 quarters. The position peaked at $4.05M in Q2 2025. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Independent Advisor Alliance reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,600 CAVA Group shares in Q2 2026, an estimated $210K.
  • Independent Advisor Alliance first reported a position in CAVA Group in Q4 2023 and held it in 9 quarters.
  • Independent Advisor Alliance's CAVA Group position peaked at $4.05M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.