Legacy Capital Wealth Partners’s CAVA Group CAVA Stock Holding History

Legacy Capital Wealth Partners’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	$225K	Buy	+2,867	New	+$240K	0.04%	347
2026 Q1	–	Sell	-22,025	Closed	-$1.29M	–	390
2025 Q4	$1.29M	Buy	22,025 +88	+0.4%	+$4.91K	0.28%	74
2025 Q3	$1.33M	Buy	21,937 +9,845	+81%	+$746K	0.29%	66
2025 Q2	$1.02M	Buy	+12,092	New	+$1.03M	0.23%	87
2025 Q1	–	Sell	-13,658	Closed	-$1.54M	–	355
2024 Q4	$1.54M	Buy	13,658 +5,712	+72%	+$762K	0.38%	49
2024 Q3	$984K	Buy	7,946 +3,321	+72%	+$338K	0.2%	105
2024 Q2	$429K	Buy	+4,625	New	+$357K	0.11%	179
2023 Q4	–	Sell	-8,600	Closed	-$263K	–	286
2023 Q3	$263K	Buy	+8,600	New	+$375K	0.07%	229

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

Legacy Capital Wealth Partners's CAVA Position: Q2 2026 in Review

Legacy Capital Wealth Partners opened a new position in CAVA Group (CAVA) in Q2 2026: 2,867 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #347 among its holdings. This is a return to the name: Legacy Capital Wealth Partners previously reported a position in CAVA as recently as Q4 2025.

Legacy Capital Wealth Partners first reported a position in CAVA in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.54M in Q4 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Legacy Capital Wealth Partners held 2,867 shares of CAVA Group worth $225K as of Q2 2026.
CAVA Group was a new Legacy Capital Wealth Partners position in Q2 2026.
CAVA Group made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #347 holding.
Legacy Capital Wealth Partners first reported a position in CAVA Group in Q3 2023 and has held it in 8 quarters since.
Legacy Capital Wealth Partners's CAVA Group position peaked at $1.54M in Q4 2024.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.