Janney Montgomery Scott
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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
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

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. 539 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.
  • 539 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.