MFG
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Merit Financial Group’s CAVA Group CAVA Stock Holding History

Merit Financial Group’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 		$260K Buy
3,314
+84
+3% +$7.04K ﹤0.01% 1914
2026
Q1 		$261K Buy
+3,230
New +$236K ﹤0.01% 1748

Other funds holding CAVA

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Merit Financial Group's CAVA Position: Q2 2026 in Review

Merit Financial Group increased its CAVA Group (CAVA) stake by 2.6% in Q2 2026, buying an estimated $7.04K and bringing the position to 3,314 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Merit Financial Group first reported a position in CAVA in Q1 2026 and has held it in 2 quarters since. The position peaked at $261K in Q1 2026. 77 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Merit Financial Group held 3,314 shares of CAVA Group worth $260K as of Q2 2026.
  • Merit Financial Group bought 84 CAVA Group shares in Q2 2026, an estimated $7.04K.
  • CAVA Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1914 holding.
  • Merit Financial Group first reported a position in CAVA Group in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's CAVA Group position peaked at $261K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.