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Morton Brown Family Wealth’s CAVA Group CAVA Stock Holding History

Morton Brown Family Wealth’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 		$3.92K Hold
50
– – ﹤0.01% 243
2026
Q1 		$4.04K Hold
50
– – ﹤0.01% 232
2025
Q4 		$2.94K Hold
50
– – ﹤0.01% 241
2025
Q3 		$3.02K Hold
50
– – ﹤0.01% 230
2025
Q2 		$4.21K Hold
50
– – ﹤0.01% 247
2025
Q1 		$4.32K Hold
50
– – ﹤0.01% 245
2024
Q4 		$5.64K Hold
50
– – ﹤0.01% 200
2024
Q3 		$6.19K Hold
50
– – ﹤0.01% 190
2024
Q2 		$4K Buy
+50
New +$3.86K ﹤0.01% 179

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

Morton Brown Family Wealth's CAVA Position: Q2 2026 in Review

Morton Brown Family Wealth held its CAVA Group (CAVA) position steady in Q2 2026 at 50 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Morton Brown Family Wealth first reported a position in CAVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.19K in Q3 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Morton Brown Family Wealth held 50 shares of CAVA Group worth $3.92K as of Q2 2026.
  • Morton Brown Family Wealth left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #243 holding.
  • Morton Brown Family Wealth first reported a position in CAVA Group in Q2 2024 and has held it in 9 quarters since.
  • Morton Brown Family Wealth's CAVA Group position peaked at $6.19K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.