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Miller Financial Services’s CAVA Group CAVA Stock Holding History

Miller 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 		$1.06M Sell
13,452
-1,480
-10% -$124K 0.85% 33
2026
Q1 		$1.21M Sell
14,932
-275
-2% -$20.1K 1.32% 19
2025
Q4 		$892K Buy
15,207
+13
+0.1% +$725 1.05% 25
2025
Q3 		$918K Buy
15,194
+703
+5% +$53.3K 1.06% 25
2025
Q2 		$1.22M Buy
14,491
+1,401
+11% +$119K 1.56% 19
2025
Q1 		$1.13M Buy
13,090
+3,623
+38% +$393K 1.63% 17
2024
Q4 		$1.07M Buy
+9,467
New +$1.26M 0.9% 29

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

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

Miller Financial Services reduced its CAVA Group (CAVA) stake by 9.9% in Q2 2026, selling an estimated $124K and leaving 13,452 shares worth $1.06M. The position accounts for 0.85% of the portfolio, ranked #33.

Miller Financial Services first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q2 2025. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Miller Financial Services held 13,452 shares of CAVA Group worth $1.06M as of Q2 2026.
  • Miller Financial Services sold 1,480 CAVA Group shares in Q2 2026, an estimated $124K.
  • CAVA Group made up 0.85% of Miller Financial Services's portfolio in Q2 2026, its #33 holding.
  • Miller Financial Services first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • Miller Financial Services's CAVA Group position peaked at $1.22M in Q2 2025.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.