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Pinnacle Wealth Planning Services’s CAVA Group CAVA Stock Holding History

Pinnacle Wealth Planning Services’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 		$16.8K Buy
214
+1
+0.5% +$84 ﹤0.01% 1854
2026
Q1 		$17.2K Buy
213
+12
+6% +$875 ﹤0.01% 1771
2025
Q4 		$11.8K Buy
+201
New +$11.2K ﹤0.01% 1947

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

Pinnacle Wealth Planning Services's CAVA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its CAVA Group (CAVA) stake by 0.47% in Q2 2026, buying an estimated $84 and bringing the position to 214 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Pinnacle Wealth Planning Services first reported a position in CAVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.2K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 214 shares of CAVA Group worth $16.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1 CAVA Group share in Q2 2026, an estimated $84.
  • CAVA Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1854 holding.
  • Pinnacle Wealth Planning Services first reported a position in CAVA Group in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's CAVA Group position peaked at $17.2K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.