MBM Wealth Consultants’s CAVA Group CAVA Stock Holding History

MBM Wealth Consultants’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	–	Sell	-20	Closed	-$1.62K	–	162
2026 Q1	$1.62K	Buy	+20	New	+$1.46K	﹤0.01%	317

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MBM Wealth Consultants's CAVA Position: Q2 2026 in Review

MBM Wealth Consultants sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 20 shares — an estimated $1.62K sold.

MBM Wealth Consultants first reported a position in CAVA in Q1 2026 and held it in 1 quarter. The position peaked at $1.62K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

MBM Wealth Consultants reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 20 CAVA Group shares in Q2 2026, an estimated $1.62K.
MBM Wealth Consultants first reported a position in CAVA Group in Q1 2026 and held it in 1 quarter.
MBM Wealth Consultants's CAVA Group position peaked at $1.62K in Q1 2026.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.