Royal Fund Management’s CAVA Group CAVA Stock Holding History

Royal Fund 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	$3.34M	Buy	+42,600	New	+$3.57M	0.28%	113
2026 Q1	–	Sell	-52,200	Closed	-$3.06M	–	301
2025 Q4	$3.06M	Sell	52,200 -15,400	-23%	-$859K	0.28%	109
2025 Q3	$4.08M	Sell	67,600 -700	-1%	-$53K	0.49%	70
2025 Q2	$5.75M	Buy	+68,300	New	+$5.82M	0.57%	51
2024 Q4	–	Sell	-8,000	Closed	-$991K	–	299
2024 Q3	$991K	Buy	+8,000	New	+$813K	0.06%	218
2024 Q2	–	Sell	-79,500	Closed	-$5.57M	–	294
2024 Q1	$5.57M	Sell	79,500 -4,900	-6%	-$263K	0.55%	52
2023 Q4	$3.63M	Buy	84,400 +74,400	+744%	+$2.59M	0.4%	72
2023 Q3	$306K	Buy	+10,000	New	+$436K	0.04%	234

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Fund Management's CAVA Position: Q2 2026 in Review

Royal Fund Management opened a new position in CAVA Group (CAVA) in Q2 2026: 42,600 shares worth $3.34M. The stake represents 0.28% of the portfolio and ranks #113 among its holdings. This is a return to the name: Royal Fund Management previously reported a position in CAVA as recently as Q4 2025.

Royal Fund Management first reported a position in CAVA in Q3 2023 and has held it in 8 quarters since. The position peaked at $5.75M in Q2 2025. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Royal Fund Management held 42,600 shares of CAVA Group worth $3.34M as of Q2 2026.
CAVA Group was a new Royal Fund Management position in Q2 2026.
CAVA Group made up 0.28% of Royal Fund Management's portfolio in Q2 2026, its #113 holding.
Royal Fund Management first reported a position in CAVA Group in Q3 2023 and has held it in 8 quarters since.
Royal Fund Management's CAVA Group position peaked at $5.75M in Q2 2025.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.