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Rockline Wealth Management’s CAVA Group CAVA Stock Holding History

Rockline Wealth Management’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 		– Sell
-4,151
Closed -$336K – 108
2026
Q1 		$336K Hold
4,151
– – 0.07% 75
2025
Q4 		$244K Buy
+4,151
New +$231K 0.05% 86
2025
Q2 		– Sell
-5,326
Closed -$460K – 99
2025
Q1 		$460K Hold
5,326
– – 0.13% 65
2024
Q4 		$601K Buy
5,326
+37
+0.7% +$4.93K 0.16% 66
2024
Q3 		$655K Buy
5,289
+138
+3% +$14K 0.18% 65
2024
Q2 		$478K Buy
5,151
+1,103
+27% +$85.1K 0.15% 69
2024
Q1 		$284K Buy
+4,048
New +$217K 0.1% 83

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

Rockline Wealth Management's CAVA Position: Q2 2026 in Review

Rockline Wealth Management sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 4,151 shares — an estimated $336K sold.

Rockline Wealth Management first reported a position in CAVA in Q1 2024 and held it in 7 quarters. The position peaked at $655K in Q3 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Rockline Wealth Management reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • Rockline Wealth Management sold 4,151 CAVA Group shares in Q2 2026, an estimated $336K.
  • Rockline Wealth Management first reported a position in CAVA Group in Q1 2024 and held it in 7 quarters.
  • Rockline Wealth Management's CAVA Group position peaked at $655K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.