Oppenheimer Asset Management’s CAVA Group CAVA Stock Holding History

Oppenheimer Asset Management’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	$1.55M	Sell	19,760 -1,025	-5%	-$85.9K	0.02%	648
2026 Q1	$1.68M	Buy	20,785 +6,385	+44%	+$466K	0.02%	595
2025 Q4	$845K	Sell	14,400 -5,532	-28%	-$308K	0.01%	713
2025 Q3	$1.2M	Buy	19,932 +1,559	+8%	+$118K	0.01%	707
2025 Q2	$1.55M	Buy	18,373 +14,093	+329%	+$1.2M	0.02%	639
2025 Q1	$370K	Buy	+4,280	New	+$464K	﹤0.01%	923

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

Oppenheimer Asset Management's CAVA Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its CAVA Group (CAVA) stake by 4.9% in Q2 2026, selling an estimated $85.9K and leaving 19,760 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #648.

Oppenheimer Asset Management first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.68M in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Oppenheimer Asset Management held 19,760 shares of CAVA Group worth $1.55M as of Q2 2026.
Oppenheimer Asset Management sold 1,025 CAVA Group shares in Q2 2026, an estimated $85.9K.
CAVA Group made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #648 holding.
Oppenheimer Asset Management first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
Oppenheimer Asset Management's CAVA Group position peaked at $1.68M in Q1 2026.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.