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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Miller Financial Services's CAVA Position: Q1 2026 in Review

Miller Financial Services reduced its CAVA Group (CAVA) stake by 1.8% in Q1 2026, selling an estimated $20.1K and leaving 14,932 shares worth $1.21M. The position accounts for 1.32% of the portfolio, ranked #19.

Miller Financial Services first reported a position in CAVA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q2 2025. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

Miller Financial Services held 14,932 shares of CAVA Group worth $1.21M as of Q1 2026.
Miller Financial Services sold 275 CAVA Group shares in Q1 2026, an estimated $20.1K.
CAVA Group made up 1.32% of Miller Financial Services's portfolio in Q1 2026, its #19 holding.
Miller Financial Services first reported a position in CAVA Group in Q4 2024 and has held it in 6 quarters since.
Miller Financial Services's CAVA Group position peaked at $1.22M in Q2 2025.
517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.