Massachusetts Financial Services
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Massachusetts Financial Services’s CAVA Group CAVA Stock Holding History

Massachusetts Financial Services’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 		$37.2M Buy
474,366
+4,965
+1% +$416K 0.01% 552
2026
Q1 		$38M Buy
469,401
+137,833
+42% +$10.1M 0.01% 518
2025
Q4 		$19.5M Buy
+331,568
New +$18.5M 0.01% 653

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

Massachusetts Financial Services's CAVA Position: Q2 2026 in Review

Massachusetts Financial Services increased its CAVA Group (CAVA) stake by 1.1% in Q2 2026, buying an estimated $416K and bringing the position to 474,366 shares worth $37.2M. The position accounts for 0.01% of the portfolio, ranked #552.

Massachusetts Financial Services first reported a position in CAVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $38M in Q1 2026. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Massachusetts Financial Services held 474,366 shares of CAVA Group worth $37.2M as of Q2 2026.
  • Massachusetts Financial Services bought 4,965 CAVA Group shares in Q2 2026, an estimated $416K.
  • CAVA Group made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #552 holding.
  • Massachusetts Financial Services first reported a position in CAVA Group in Q4 2025 and has held it in 3 quarters since.
  • Massachusetts Financial Services's CAVA Group position peaked at $38M in Q1 2026.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.