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Plante Moran Financial Advisors’s CAVA Group CAVA Stock Holding History

Plante Moran Financial 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 		$10.1K Buy
129
+4
+3% +$335 ﹤0.01% 560
2026
Q1 		$10.1K Hold
125
– – ﹤0.01% 513
2025
Q4 		$7.34K Hold
125
– – ﹤0.01% 602
2025
Q3 		$7.55K Hold
125
– – ﹤0.01% 575
2025
Q2 		$10.5K Hold
125
– – ﹤0.01% 553
2025
Q1 		$10.8K Hold
125
– – ﹤0.01% 554
2024
Q4 		$14.1K Buy
+125
New +$16.7K ﹤0.01% 530

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

Plante Moran Financial Advisors's CAVA Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its CAVA Group (CAVA) stake by 3.2% in Q2 2026, buying an estimated $335 and bringing the position to 129 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Plante Moran Financial Advisors first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.1K in Q4 2024. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Plante Moran Financial Advisors held 129 shares of CAVA Group worth $10.1K as of Q2 2026.
  • Plante Moran Financial Advisors bought 4 CAVA Group shares in Q2 2026, an estimated $335.
  • CAVA Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #560 holding.
  • Plante Moran Financial Advisors first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • Plante Moran Financial Advisors's CAVA Group position peaked at $14.1K in Q4 2024.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.