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Kelleher Financial Advisors’s CAVA Group CAVA Stock Holding History

Kelleher Financial Advisors’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 		$4.71K Hold
60
– – ﹤0.01% 678
2026
Q1 		$5.05K Hold
60
– – ﹤0.01% 589
2025
Q4 		$3.52K Hold
60
– – ﹤0.01% 639
2025
Q3 		$3.63K Buy
+60
New +$4.55K ﹤0.01% 569

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

Kelleher Financial Advisors's CAVA Position: Q2 2026 in Review

Kelleher Financial Advisors held its CAVA Group (CAVA) position steady in Q2 2026 at 60 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Kelleher Financial Advisors first reported a position in CAVA in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.05K in Q1 2026. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Kelleher Financial Advisors held 60 shares of CAVA Group worth $4.71K as of Q2 2026.
  • Kelleher Financial Advisors left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #678 holding.
  • Kelleher Financial Advisors first reported a position in CAVA Group in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's CAVA Group position peaked at $5.05K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.