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Mount Yale Investment Advisors’s CAVA Group CAVA Stock Holding History

Mount Yale Investment Advisors’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 		$234K Sell
2,988
-32
-1% -$2.68K ﹤0.01% 1088
2026
Q1 		$244K Buy
+3,020
New +$220K 0.01% 978
2025
Q3 		– Sell
-2,584
Closed -$218K – 811
2025
Q2 		$218K Buy
+2,584
New +$220K 0.02% 536

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CAVA Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its CAVA Group (CAVA) stake by 1.1% in Q2 2026, selling an estimated $2.68K and leaving 2,988 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Mount Yale Investment Advisors first reported a position in CAVA in Q2 2025 and has held it in 3 quarters since. The position peaked at $244K in Q1 2026. 543 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Mount Yale Investment Advisors held 2,988 shares of CAVA Group worth $234K as of Q2 2026.
  • Mount Yale Investment Advisors sold 32 CAVA Group shares in Q2 2026, an estimated $2.68K.
  • CAVA Group made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1088 holding.
  • Mount Yale Investment Advisors first reported a position in CAVA Group in Q2 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's CAVA Group position peaked at $244K in Q1 2026.
  • 543 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.