Jones Financial Companies
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Jones Financial Companies’s CAVA Group CAVA Stock Holding History

Jones Financial Companies’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 		$5.44M Sell
65,223
-17,926
-22% -$1.5M ﹤0.01% 1156
2026
Q1 		$6.27M Buy
83,149
+64,225
+339% +$4.68M ﹤0.01% 991
2025
Q4 		$1.11M Buy
18,924
+159
+0.8% +$8.87K ﹤0.01% 1181
2025
Q3 		$1.17M Buy
18,765
+8,173
+77% +$619K ﹤0.01% 1072
2025
Q2 		$825K Buy
10,592
+3,137
+42% +$268K ﹤0.01% 1083
2025
Q1 		$640K Buy
7,455
+3,856
+107% +$418K ﹤0.01% 1029
2024
Q4 		$406K Buy
3,599
+2,845
+377% +$379K ﹤0.01% 1072
2024
Q3 		$93.3K Buy
754
+523
+226% +$53.2K ﹤0.01% 1429
2024
Q2 		$21.4K Buy
+231
New +$17.8K ﹤0.01% 1515

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

Jones Financial Companies's CAVA Position: Q2 2026 in Review

Jones Financial Companies reduced its CAVA Group (CAVA) stake by 22% in Q2 2026, selling an estimated $1.5M and leaving 65,223 shares worth $5.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Jones Financial Companies first reported a position in CAVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.27M in Q1 2026. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Jones Financial Companies held 65,223 shares of CAVA Group worth $5.44M as of Q2 2026.
  • Jones Financial Companies sold 17,926 CAVA Group shares in Q2 2026, an estimated $1.5M.
  • CAVA Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1156 holding.
  • Jones Financial Companies first reported a position in CAVA Group in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's CAVA Group position peaked at $6.27M in Q1 2026.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.