Mackenzie Financial
CAVA icon

Mackenzie Financial’s CAVA Group CAVA Stock Holding History

Mackenzie 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
Q3 		$698K Sell
12,894
-35
-0.3% -$2.23K ﹤0.01% 1265
2026
Q2 		$1.01M Buy
12,929
+4,971
+62% +$417K ﹤0.01% 1187
2026
Q1 		$644K Buy
+7,958
New +$580K ﹤0.01% 1173

Other funds holding CAVA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
AG
Artal Group Luxembourg $687M AUM 17.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Mackenzie Financial's CAVA Position: Q3 2026 in Review

Mackenzie Financial reduced its CAVA Group (CAVA) stake by 0.27% in Q3 2026, selling an estimated $2.23K and leaving 12,894 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Mackenzie Financial first reported a position in CAVA in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.01M in Q2 2026. 395 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • Mackenzie Financial held 12,894 shares of CAVA Group worth $698K as of Q3 2026.
  • Mackenzie Financial sold 35 CAVA Group shares in Q3 2026, an estimated $2.23K.
  • CAVA Group made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1265 holding.
  • Mackenzie Financial first reported a position in CAVA Group in Q1 2026 and has held it in 3 quarters since.
  • Mackenzie Financial's CAVA Group position peaked at $1.01M in Q2 2026.
  • 395 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.