Morgan Stanley
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Morgan Stanley’s CAVA Group CAVA Stock Holding History

Morgan Stanley’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 		$167M Buy
2,127,156
+276,546
+15% +$23.2M 0.01% 1162
2026
Q1 		$150M Sell
1,850,610
-1,468,284
-44% -$107M 0.01% 1114
2025
Q4 		$195M Buy
3,318,894
+835,628
+34% +$46.6M 0.01% 955
2025
Q3 		$150M Buy
2,483,266
+470,392
+23% +$35.6M 0.01% 1105
2025
Q2 		$170M Buy
2,012,874
+651,552
+48% +$55.6M 0.01% 959
2025
Q1 		$118M Sell
1,361,322
-192,469
-12% -$20.9M 0.01% 1131
2024
Q4 		$175M Buy
1,553,791
+108,332
+7% +$14.4M 0.01% 906
2024
Q3 		$179M Buy
1,445,459
+190,964
+15% +$19.4M 0.01% 890
2024
Q2 		$116M Buy
1,254,495
+87,906
+8% +$6.79M 0.01% 1084
2024
Q1 		$81.7M Buy
1,166,589
+585,251
+101% +$31.4M 0.01% 1331
2023
Q4 		$25M Buy
581,338
+353,580
+155% +$12.3M ﹤0.01% 2458
2023
Q3 		$6.98M Sell
227,758
-73,433
-24% -$3.2M ﹤0.01% 3452
2023
Q2 		$12.3M Buy
+301,191
New +$12.4M ﹤0.01% 2964

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley's CAVA Position: Q2 2026 in Review

Morgan Stanley increased its CAVA Group (CAVA) stake by 15% in Q2 2026, buying an estimated $23.2M and bringing the position to 2,127,156 shares worth $167M. The position accounts for 0.01% of the portfolio, ranked #1162.

Morgan Stanley first reported a position in CAVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $195M in Q4 2025. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Morgan Stanley held 2,127,156 shares of CAVA Group worth $167M as of Q2 2026.
  • Morgan Stanley bought 276,546 CAVA Group shares in Q2 2026, an estimated $23.2M.
  • CAVA Group made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1162 holding.
  • Morgan Stanley first reported a position in CAVA Group in Q2 2023 and has held it in 13 quarters since.
  • Morgan Stanley's CAVA Group position peaked at $195M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.