NewEdge Advisors’s CAVA Group CAVA Stock Holding History

NewEdge 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	$1.02M	Buy	13,050 +656	+5%	+$55K	﹤0.01%	1643
2026 Q1	$1M	Buy	12,394 +782	+7%	+$57K	﹤0.01%	1504
2025 Q4	$682K	Sell	11,612 -4,261	-27%	-$238K	﹤0.01%	1742
2025 Q3	$959K	Sell	15,873 -13,204	-45%	-$1M	﹤0.01%	1418
2025 Q2	$2.45M	Buy	29,077 +11,487	+65%	+$980K	0.01%	838
2025 Q1	$1.52M	Buy	17,590 +1,924	+12%	+$209K	0.01%	977
2024 Q4	$1.77M	Buy	15,666 +3,094	+25%	+$413K	0.01%	877
2024 Q3	$1.56M	Buy	12,572 +5,256	+72%	+$534K	0.01%	907
2024 Q2	$679K	Buy	7,316 +5,491	+301%	+$424K	﹤0.01%	1245
2024 Q1	$128K	Buy	1,825 +1,759	+2,665%	+$94.3K	﹤0.01%	1990
2023 Q4	$2.84K	Hold	66	–	–	﹤0.01%	3273
2023 Q3	$2.02K	Buy	66 +2	+3%	+$87	﹤0.01%	3044
2023 Q2	$2.62K	Buy	+64	New	+$2.63K	﹤0.01%	3014

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's CAVA Position: Q2 2026 in Review

NewEdge Advisors increased its CAVA Group (CAVA) stake by 5.3% in Q2 2026, buying an estimated $55K and bringing the position to 13,050 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

NewEdge Advisors first reported a position in CAVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.45M in Q2 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

NewEdge Advisors held 13,050 shares of CAVA Group worth $1.02M as of Q2 2026.
NewEdge Advisors bought 656 CAVA Group shares in Q2 2026, an estimated $55K.
CAVA Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1643 holding.
NewEdge Advisors first reported a position in CAVA Group in Q2 2023 and has held it in 13 quarters since.
NewEdge Advisors's CAVA Group position peaked at $2.45M in Q2 2025.
537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

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