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NBC Securities’s CAVA Group CAVA Stock Holding History

NBC Securities’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 		– Sell
-2
Closed -$198 – 2599
2025
Q4 		$198 Hold
2
– – ﹤0.01% 2718
2025
Q3 		$940 Buy
+2
New +$152 ﹤0.01% 2548

Other funds holding CAVA

MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

NBC Securities's CAVA Position: Q2 2026 in Review

NBC Securities held its CAVA Group (CAVA) position steady in Q2 2026 at 1 share worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

NBC Securities first reported a position in CAVA in Q4 2023 and has held it in 5 quarters since. The position peaked at $4K in Q4 2023. 107 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • NBC Securities held 1 share of CAVA Group worth $78 as of Q2 2026.
  • NBC Securities left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2405 holding.
  • NBC Securities first reported a position in CAVA Group in Q4 2023 and has held it in 5 quarters since.
  • NBC Securities's CAVA Group position peaked at $4K in Q4 2023.
  • 107 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.