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 New York $5.72T AUM 30.48% 1-Year Est. Return

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lido Advisors's CAVA Position: Q1 2026 in Review

Lido Advisors sold out of CAVA Group (CAVA) in Q1 2026, closing a stake of 3,403 shares — an estimated $205K sold.

Lido Advisors first reported a position in CAVA in Q2 2023 and held it in 5 quarters. The position peaked at $1.18M in Q2 2024. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

Lido Advisors reported no remaining CAVA Group position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 3,403 CAVA Group shares in Q1 2026, an estimated $205K.
Lido Advisors first reported a position in CAVA Group in Q2 2023 and held it in 5 quarters.
Lido Advisors's CAVA Group position peaked at $1.18M in Q2 2024.
517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.