Lido Advisors
CAVA icon

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
Q1 		– Sell
-100
Closed -$5.87K – 1974
2025
Q4 		$5.87K Hold
100
– – ﹤0.01% 1921
2025
Q3 		$6.04K Hold
100
– – ﹤0.01% 1823
2025
Q2 		$8.42K Buy
+100
New +$8.53K ﹤0.01% 1647

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 $3.38T AUM 44.17% 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

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. 543 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.
  • 543 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.