Lido Advisors’s CAVA Group CAVA Stock Holding History

Lido 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	$212K	Buy	+2,698	New	+$226K	﹤0.01%	1940
2026 Q1	–	Sell	-3,403	Closed	-$205K	–	1975
2025 Q4	$205K	Buy	3,403 +80	+2%	+$4.46K	﹤0.01%	1756
2025 Q3	$201K	Sell	3,323 -430	-11%	-$32.6K	﹤0.01%	1678
2025 Q2	$316K	Buy	+3,753	New	+$320K	﹤0.01%	1318
2024 Q3	–	Sell	-12,698	Closed	-$1.18M	–	1482
2024 Q2	$1.18M	Buy	+12,698	New	+$980K	0.01%	603
2023 Q3	–	Sell	-5,105	Closed	-$209K	–	1232
2023 Q2	$209K	Buy	+5,105	New	+$210K	﹤0.01%	1090

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

Lido Advisors's CAVA Position: Q2 2026 in Review

Lido Advisors opened a new position in CAVA Group (CAVA) in Q2 2026: 2,698 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1940 among its holdings. This is a return to the name: Lido Advisors previously reported a position in CAVA as recently as Q4 2025.

Lido Advisors first reported a position in CAVA in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Lido Advisors held 2,698 shares of CAVA Group worth $212K as of Q2 2026.
CAVA Group was a new Lido Advisors position in Q2 2026.
CAVA Group made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1940 holding.
Lido Advisors first reported a position in CAVA Group in Q2 2023 and has held it in 6 quarters since.
Lido Advisors's CAVA Group position peaked at $1.18M in Q2 2024.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.