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Regent Peak Wealth Advisors’s CAVA Group CAVA Stock Holding History

Regent Peak Wealth 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 		$250K Hold
3,188
– – 0.05% 178
2026
Q1 		$258K Buy
+3,188
New +$232K 0.05% 160
2025
Q1 		$274K Buy
3,166
+186
+6% +$20.2K 0.06% 128
2024
Q4 		$336K Hold
2,980
– – 0.08% 109
2024
Q3 		$369K Sell
2,980
-2
-0.1% -$203 0.08% 104
2024
Q2 		$277K Buy
+2,982
New +$230K 0.06% 130

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

Regent Peak Wealth Advisors's CAVA Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its CAVA Group (CAVA) position steady in Q2 2026 at 3,188 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #178.

Regent Peak Wealth Advisors first reported a position in CAVA in Q2 2024 and has held it in 6 quarters since. The position peaked at $369K in Q3 2024. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Regent Peak Wealth Advisors held 3,188 shares of CAVA Group worth $250K as of Q2 2026.
  • Regent Peak Wealth Advisors left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Regent Peak Wealth Advisors first reported a position in CAVA Group in Q2 2024 and has held it in 6 quarters since.
  • Regent Peak Wealth Advisors's CAVA Group position peaked at $369K in Q3 2024.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.