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O'Shaughnessy Asset Management’s CAVA Group CAVA Stock Holding History

O'Shaughnessy 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 		$699K Buy
8,912
+371
+4% +$31.1K ﹤0.01% 1439
2026
Q1 		$691K Buy
+8,541
New +$623K ﹤0.01% 1369

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

O'Shaughnessy Asset Management's CAVA Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its CAVA Group (CAVA) stake by 4.3% in Q2 2026, buying an estimated $31.1K and bringing the position to 8,912 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

O'Shaughnessy Asset Management first reported a position in CAVA in Q1 2026 and has held it in 2 quarters since. 543 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • O'Shaughnessy Asset Management held 8,912 shares of CAVA Group worth $699K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 371 CAVA Group shares in Q2 2026, an estimated $31.1K.
  • CAVA Group made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1439 holding.
  • O'Shaughnessy Asset Management first reported a position in CAVA Group in Q1 2026 and has held it in 2 quarters since.
  • 543 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

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