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Liontrust Investment Partners’s CAVA Group CAVA Stock Holding History

Liontrust Investment 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 		$71.5M Buy
911,654
+55,597
+6% +$4.66M 1.05% 42
2026
Q1 		$69.3M Sell
856,057
-79,591
-9% -$5.8M 1.18% 37
2025
Q4 		$54.9M Buy
935,648
+220,714
+31% +$12.3M 0.81% 43
2025
Q3 		$43.2M Buy
+714,934
New +$54.2M 0.63% 47

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

Liontrust Investment Partners's CAVA Position: Q2 2026 in Review

Liontrust Investment Partners increased its CAVA Group (CAVA) stake by 6.5% in Q2 2026, buying an estimated $4.66M and bringing the position to 911,654 shares worth $71.5M. The position accounts for 1.05% of the portfolio, ranked #42.

Liontrust Investment Partners first reported a position in CAVA in Q3 2025 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Liontrust Investment Partners held 911,654 shares of CAVA Group worth $71.5M as of Q2 2026.
  • Liontrust Investment Partners bought 55,597 CAVA Group shares in Q2 2026, an estimated $4.66M.
  • CAVA Group made up 1.05% of Liontrust Investment Partners's portfolio in Q2 2026, its #42 holding.
  • Liontrust Investment Partners first reported a position in CAVA Group in Q3 2025 and has held it in 4 quarters since.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.