LPL Financial
CAVA icon

LPL Financial’s CAVA Group CAVA Stock Holding History

LPL Financial’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
-4,300
Closed -$252K – 6005
2025
Q4 		$252K Sell
4,300
-900
-17% -$50.2K ﹤0.01% 5282
2025
Q3 		$314K Buy
5,200
+2,400
+86% +$182K ﹤0.01% 5017
2025
Q2 		$236K Buy
+2,800
New +$239K ﹤0.01% 4963

Other funds holding CAVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial's CAVA Position: Q1 2026 in Review

LPL Financial reduced its CAVA Group (CAVA) stake by 19% in Q1 2026, selling an estimated $3.76M and leaving 222,400 shares worth $18M. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

LPL Financial first reported a position in CAVA in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.1M in Q2 2025. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • LPL Financial held 222,400 shares of CAVA Group worth $18M as of Q1 2026.
  • LPL Financial sold 51,600 CAVA Group shares in Q1 2026, an estimated $3.76M.
  • CAVA Group made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1544 holding.
  • LPL Financial first reported a position in CAVA Group in Q2 2023 and has held it in 12 quarters since.
  • LPL Financial's CAVA Group position peaked at $20.1M in Q2 2025.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.