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Larson Financial Group’s CAVA Group CAVA Stock Holding History

Larson Financial Group’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 		$98.3K Buy
1,253
+46
+4% +$3.86K ﹤0.01% 1199
2026
Q1 		$97.6K Sell
1,207
-462
-28% -$33.7K ﹤0.01% 1009
2025
Q4 		$98K Sell
1,669
-473
-22% -$26.4K ﹤0.01% 941
2025
Q3 		$129K Buy
2,142
+1,560
+268% +$118K ﹤0.01% 806
2025
Q2 		$49K Buy
582
+294
+102% +$25.1K ﹤0.01% 1079
2025
Q1 		$24.9K Buy
288
+15
+5% +$1.63K ﹤0.01% 1283
2024
Q4 		$30.8K Buy
273
+200
+274% +$26.7K ﹤0.01% 1059
2024
Q3 		$9.04K Hold
73
– – ﹤0.01% 1514
2024
Q2 		$6.77K Buy
+73
New +$5.63K ﹤0.01% 1368

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

Larson Financial Group's CAVA Position: Q2 2026 in Review

Larson Financial Group increased its CAVA Group (CAVA) stake by 3.8% in Q2 2026, buying an estimated $3.86K and bringing the position to 1,253 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Larson Financial Group first reported a position in CAVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $129K in Q3 2025. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Larson Financial Group held 1,253 shares of CAVA Group worth $98.3K as of Q2 2026.
  • Larson Financial Group bought 46 CAVA Group shares in Q2 2026, an estimated $3.86K.
  • CAVA Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1199 holding.
  • Larson Financial Group first reported a position in CAVA Group in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's CAVA Group position peaked at $129K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

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