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
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
+3,913
+0.3% +$210K 0.01% 1331
2023
Q4 		$50M Buy
1,162,676
+934,918
+410% +$32.6M ﹤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 $5.72T AUM 30.48% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley's CAVA Position: Q1 2026 in Review

Morgan Stanley reduced its CAVA Group (CAVA) stake by 44% in Q1 2026, selling an estimated $107M and leaving 1,850,610 shares worth $150M. The position accounts for 0.01% of the portfolio, ranked #1114.

Morgan Stanley first reported a position in CAVA in Q2 2023 and has held it in 12 quarters since. The position peaked at $195M in Q4 2025. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Morgan Stanley held 1,850,610 shares of CAVA Group worth $150M as of Q1 2026.
  • Morgan Stanley sold 1,468,284 CAVA Group shares in Q1 2026, an estimated $107M.
  • CAVA Group made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1114 holding.
  • Morgan Stanley first reported a position in CAVA Group in Q2 2023 and has held it in 12 quarters since.
  • Morgan Stanley's CAVA Group position peaked at $195M in Q4 2025.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.