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Rothschild Investment LLC’s CAVA Group CAVA Stock Holding History

Rothschild Investment LLC’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 		$8.16K Buy
104
+90
+643% +$7.55K ﹤0.01% 2008
2026
Q1 		$1.13K Buy
14
+11
+367% +$802 ﹤0.01% 2816
2025
Q4 		$176 Hold
3
– – ﹤0.01% 3135
2025
Q3 		$181 Sell
3
-32
-91% -$2.42K ﹤0.01% 3013
2025
Q2 		$2.95K Hold
35
– – ﹤0.01% 1800
2025
Q1 		$3.02K Sell
35
-1
-3% -$108 ﹤0.01% 1669
2024
Q4 		$4.06K Hold
36
– – ﹤0.01% 1427
2024
Q3 		$4.46K Buy
36
+1
+3% +$102 ﹤0.01% 1339
2024
Q2 		$3.25K Hold
35
– – ﹤0.01% 1270
2024
Q1 		$2.45K Sell
35
-30
-46% -$1.61K ﹤0.01% 1191
2023
Q4 		$2.79K Buy
+65
New +$2.27K ﹤0.01% 1127

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

Rothschild Investment LLC's CAVA Position: Q2 2026 in Review

Rothschild Investment LLC increased its CAVA Group (CAVA) stake by 643% in Q2 2026, buying an estimated $7.55K and bringing the position to 104 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Rothschild Investment LLC 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.

  • Rothschild Investment LLC held 104 shares of CAVA Group worth $8.16K as of Q2 2026.
  • Rothschild Investment LLC bought 90 CAVA Group shares in Q2 2026, an estimated $7.55K.
  • CAVA Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2008 holding.
  • Rothschild Investment LLC 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 Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.