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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
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 $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

Mount Yale Investment Advisors's CAVA Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in CAVA Group (CAVA) in Q1 2026: 3,020 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CAVA as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CAVA in Q2 2025 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold CAVA as of Q1 2026.

  • Mount Yale Investment Advisors held 3,020 shares of CAVA Group worth $244K as of Q1 2026.
  • CAVA Group was a new Mount Yale Investment Advisors position in Q1 2026.
  • CAVA Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #978 holding.
  • Mount Yale Investment Advisors first reported a position in CAVA Group in Q2 2025 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held CAVA Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.