PAG
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Private Advisor Group’s CAVA Group CAVA Stock Holding History

Private Advisor 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
2025
Q2 		– Sell
-100
Closed -$3.92K – 2495
2025
Q1 		$3.92K Sell
100
-19,900
-100% -$2.16M ﹤0.01% 2297
2024
Q4 		$5.28K Buy
20,000
+19,900
+19,900% +$2.65M ﹤0.01% 2262
2024
Q3 		$2.54K Buy
+100
New +$10.2K ﹤0.01% 2407

Other funds holding CAVA

MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Private Advisor Group's CAVA Position: Q2 2026 in Review

Private Advisor Group increased its CAVA Group (CAVA) stake by 81% in Q2 2026, buying an estimated $736K and bringing the position to 19,609 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #1143.

Private Advisor Group first reported a position in CAVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.52M in Q1 2025. 148 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Private Advisor Group held 19,609 shares of CAVA Group worth $1.54M as of Q2 2026.
  • Private Advisor Group bought 8,781 CAVA Group shares in Q2 2026, an estimated $736K.
  • CAVA Group made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1143 holding.
  • Private Advisor Group first reported a position in CAVA Group in Q2 2023 and has held it in 13 quarters since.
  • Private Advisor Group's CAVA Group position peaked at $5.52M in Q1 2025.
  • 148 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.