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Modern Wealth Management’s CAVA Group CAVA Stock Holding History

Modern 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 		$286K Sell
3,644
-263
-7% -$22.1K ﹤0.01% 904
2026
Q1 		$313K Buy
3,907
+158
+4% +$11.5K 0.01% 701
2025
Q4 		$220K Buy
+3,749
New +$209K ﹤0.01% 786

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

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

Modern Wealth Management reduced its CAVA Group (CAVA) stake by 6.7% in Q2 2026, selling an estimated $22.1K and leaving 3,644 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Modern Wealth Management first reported a position in CAVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $313K in Q1 2026. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Modern Wealth Management held 3,644 shares of CAVA Group worth $286K as of Q2 2026.
  • Modern Wealth Management sold 263 CAVA Group shares in Q2 2026, an estimated $22.1K.
  • CAVA Group made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #904 holding.
  • Modern Wealth Management first reported a position in CAVA Group in Q4 2025 and has held it in 3 quarters since.
  • Modern Wealth Management's CAVA Group position peaked at $313K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.