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Investment Partners’s CAVA Group CAVA Stock Holding History

Investment 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 		$596K Buy
7,592
+796
+12% +$66.7K 0.19% 103
2026
Q1 		$550K Buy
6,796
+1,383
+26% +$101K 0.2% 99
2025
Q4 		$318K Sell
5,413
-905
-14% -$50.5K 0.11% 127
2025
Q3 		$382K Buy
6,318
+2,095
+50% +$159K 0.13% 116
2025
Q2 		$356K Buy
4,223
+795
+23% +$67.8K 0.13% 121
2025
Q1 		$296K Buy
+3,428
New +$372K 0.12% 128

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

Investment Partners's CAVA Position: Q2 2026 in Review

Investment Partners increased its CAVA Group (CAVA) stake by 12% in Q2 2026, buying an estimated $66.7K and bringing the position to 7,592 shares worth $596K. The position accounts for 0.19% of the portfolio, ranked #103.

Investment Partners first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Investment Partners held 7,592 shares of CAVA Group worth $596K as of Q2 2026.
  • Investment Partners bought 796 CAVA Group shares in Q2 2026, an estimated $66.7K.
  • CAVA Group made up 0.19% of Investment Partners's portfolio in Q2 2026, its #103 holding.
  • Investment Partners first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.