Raymond James Financial
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Raymond James Financial’s CAVA Group CAVA Stock Holding History

Raymond James Financial’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 		$56.7M Sell
722,476
-80,381
-10% -$6.74M 0.02% 871
2026
Q1 		$62.3M Buy
802,857
+370,118
+86% +$27M 0.02% 739
2025
Q4 		$25.3M Sell
432,739
-37,641
-8% -$2.1M 0.01% 1277
2025
Q3 		$28.4M Sell
470,380
-105,258
-18% -$7.97M 0.01% 1170
2025
Q2 		$48.5M Buy
575,638
+56,615
+11% +$4.83M 0.02% 772
2025
Q1 		$44.8M Sell
519,023
-8,600
-2% -$932K 0.02% 779
2024
Q4 		$59.5M Buy
+527,623
New +$70.4M 0.02% 639

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

Raymond James Financial's CAVA Position: Q2 2026 in Review

Raymond James Financial reduced its CAVA Group (CAVA) stake by 10% in Q2 2026, selling an estimated $6.74M and leaving 722,476 shares worth $56.7M. The position accounts for 0.02% of the portfolio, ranked #871.

Raymond James Financial first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.3M in Q1 2026. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Raymond James Financial held 722,476 shares of CAVA Group worth $56.7M as of Q2 2026.
  • Raymond James Financial sold 80,381 CAVA Group shares in Q2 2026, an estimated $6.74M.
  • CAVA Group made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #871 holding.
  • Raymond James Financial first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's CAVA Group position peaked at $62.3M in Q1 2026.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.