Janney Montgomery Scott’s CAVA Group CAVA Stock Holding History

Janney Montgomery Scott’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	$1.93M	Sell	24,613 -2,899	-11%	-$243K	﹤0.01%	1509
2026 Q1	$2.23M	Buy	27,512 +4,186	+18%	+$305K	0.01%	1216
2025 Q4	$1.37M	Sell	23,326 -906	-4%	-$50.5K	﹤0.01%	1551
2025 Q3	$1.46M	Sell	24,232 -13,700	-36%	-$1.04M	﹤0.01%	1479
2025 Q2	$3.19M	Sell	37,932 -9,473	-20%	-$808K	0.01%	1000
2025 Q1	$4.1M	Buy	47,405 +20,312	+75%	+$2.2M	0.01%	856
2024 Q4	$3.06M	Buy	+27,093	New	+$3.61M	0.01%	978
2024 Q3	–	Sell	-74,132	Closed	-$6.88M	–	2680
2024 Q2	$6.88M	Buy	74,132 +32,173	+77%	+$2.48M	0.02%	613
2024 Q1	$2.94M	Buy	41,959 +19,012	+83%	+$1.02M	0.01%	981
2023 Q4	$986K	Buy	22,947 +7,263	+46%	+$253K	﹤0.01%	1456
2023 Q3	$480K	Buy	+15,684	New	+$684K	﹤0.01%	1794

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

Janney Montgomery Scott's CAVA Position: Q2 2026 in Review

Janney Montgomery Scott reduced its CAVA Group (CAVA) stake by 11% in Q2 2026, selling an estimated $243K and leaving 24,613 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Janney Montgomery Scott first reported a position in CAVA in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.88M in Q2 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Janney Montgomery Scott held 24,613 shares of CAVA Group worth $1.93M as of Q2 2026.
Janney Montgomery Scott sold 2,899 CAVA Group shares in Q2 2026, an estimated $243K.
CAVA Group made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1509 holding.
Janney Montgomery Scott first reported a position in CAVA Group in Q3 2023 and has held it in 11 quarters since.
Janney Montgomery Scott's CAVA Group position peaked at $6.88M in Q2 2024.
537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.