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
Q2 		$1M Buy
12,800
+7,800
+156% +$654K ﹤0.01% 4416
2026
Q1 		$405K Sell
5,000
-3,000
-38% -$219K ﹤0.01% 4958
2025
Q4 		$470K Hold
8,000
– – ﹤0.01% 4771
2025
Q3 		$483K Buy
+8,000
New +$606K ﹤0.01% 4656

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

LPL Financial's CAVA Position: Q2 2026 in Review

LPL Financial reduced its CAVA Group (CAVA) stake by 26% in Q2 2026, selling an estimated $4.93M and leaving 163,588 shares worth $12.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

LPL Financial first reported a position in CAVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $20.1M in Q2 2025. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • LPL Financial held 163,588 shares of CAVA Group worth $12.8M as of Q2 2026.
  • LPL Financial sold 58,812 CAVA Group shares in Q2 2026, an estimated $4.93M.
  • CAVA Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1910 holding.
  • LPL Financial first reported a position in CAVA Group in Q2 2023 and has held it in 13 quarters since.
  • LPL Financial's CAVA Group position peaked at $20.1M in Q2 2025.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.