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PFG Investments’s CAVA Group CAVA Stock Holding History

PFG Investments’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 		$255K Sell
3,253
-1,430
-31% -$120K 0.01% 1050
2026
Q1 		$379K Sell
4,683
-18,477
-80% -$1.35M 0.02% 737
2025
Q4 		$1.36M Buy
23,160
+10,705
+86% +$597K 0.06% 266
2025
Q3 		$752K Buy
12,455
+1,470
+13% +$111K 0.04% 420
2025
Q2 		$925K Sell
10,985
-9,725
-47% -$829K 0.05% 326
2025
Q1 		$1.79M Buy
20,710
+6,625
+47% +$718K 0.11% 178
2024
Q4 		$1.59M Sell
14,085
-1,822
-11% -$243K 0.1% 196
2024
Q3 		$1.97M Buy
15,907
+4,275
+37% +$435K 0.13% 158
2024
Q2 		$1.08M Buy
+11,632
New +$898K 0.08% 245

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 $3.37T AUM 44.26% 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

PFG Investments's CAVA Position: Q2 2026 in Review

PFG Investments reduced its CAVA Group (CAVA) stake by 31% in Q2 2026, selling an estimated $120K and leaving 3,253 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #1050.

PFG Investments first reported a position in CAVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.97M in Q3 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • PFG Investments held 3,253 shares of CAVA Group worth $255K as of Q2 2026.
  • PFG Investments sold 1,430 CAVA Group shares in Q2 2026, an estimated $120K.
  • CAVA Group made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1050 holding.
  • PFG Investments first reported a position in CAVA Group in Q2 2024 and has held it in 9 quarters since.
  • PFG Investments's CAVA Group position peaked at $1.97M in Q3 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.