Principal Financial Group
CAVA icon

Principal Financial Group’s CAVA Group CAVA Stock Holding History

Principal Financial Group’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 		$69.5M Buy
885,112
+192,852
+28% +$16.2M 0.03% 407
2026
Q1 		$56M Sell
692,260
-3,701
-0.5% -$270K 0.03% 453
2025
Q4 		$40.8M Buy
695,961
+475,189
+215% +$26.5M 0.02% 529
2025
Q3 		$13.3M Buy
220,772
+32,892
+18% +$2.49M 0.01% 1119
2025
Q2 		$15.8M Sell
187,880
-174,842
-48% -$14.9M 0.01% 988
2025
Q1 		$31.3M Buy
362,722
+270,206
+292% +$29.3M 0.02% 598
2024
Q4 		$10.4M Sell
92,516
-5,234
-5% -$698K 0.01% 1276
2024
Q3 		$12.1M Sell
97,750
-21,389
-18% -$2.17M 0.01% 1157
2024
Q2 		$11.1M Buy
119,139
+11,090
+10% +$856K 0.01% 1210
2024
Q1 		$7.57M Buy
108,049
+49,453
+84% +$2.65M ﹤0.01% 1431
2023
Q4 		$2.52M Buy
+58,596
New +$2.04M ﹤0.01% 1738

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

Principal Financial Group's CAVA Position: Q2 2026 in Review

Principal Financial Group increased its CAVA Group (CAVA) stake by 28% in Q2 2026, buying an estimated $16.2M and bringing the position to 885,112 shares worth $69.5M. The position accounts for 0.03% of the portfolio, ranked #407.

Principal Financial Group first reported a position in CAVA in Q4 2023 and has held it in 11 quarters since. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Principal Financial Group held 885,112 shares of CAVA Group worth $69.5M as of Q2 2026.
  • Principal Financial Group bought 192,852 CAVA Group shares in Q2 2026, an estimated $16.2M.
  • CAVA Group made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #407 holding.
  • Principal Financial Group first reported a position in CAVA Group in Q4 2023 and has held it in 11 quarters since.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.