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Meridian Wealth Management’s CAVA Group CAVA Stock Holding History

Meridian Wealth Management’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 		$214K Sell
2,730
-449
-14% -$37.6K 0.01% 774
2026
Q1 		$257K Buy
+3,179
New +$232K 0.01% 677
2024
Q4 		– Sell
-1,942
Closed -$241K – 630
2024
Q3 		$241K Buy
+1,942
New +$197K 0.01% 572

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

Meridian Wealth Management's CAVA Position: Q2 2026 in Review

Meridian Wealth Management reduced its CAVA Group (CAVA) stake by 14% in Q2 2026, selling an estimated $37.6K and leaving 2,730 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #774.

Meridian Wealth Management first reported a position in CAVA in Q3 2024 and has held it in 3 quarters since. The position peaked at $257K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Meridian Wealth Management held 2,730 shares of CAVA Group worth $214K as of Q2 2026.
  • Meridian Wealth Management sold 449 CAVA Group shares in Q2 2026, an estimated $37.6K.
  • CAVA Group made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #774 holding.
  • Meridian Wealth Management first reported a position in CAVA Group in Q3 2024 and has held it in 3 quarters since.
  • Meridian Wealth Management's CAVA Group position peaked at $257K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.