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 Q1	–	Sell	-341	Closed	-$386K	–	300
2025 Q4	$386K	Sell	341 -127	-27%	-$7.08K	0.04%	230
2025 Q3	$342K	Sell	468 -46,832	-99%	-$3.55M	0.04%	206
2025 Q2	$3.98M	Buy	+47,300	New	+$4.03M	0.4%	86
2024 Q4	–	Sell	-1,700	Closed	-$211K	–	298
2024 Q3	$211K	Buy	+1,700	New	+$173K	0.01%	302
2024 Q2	–	Sell	-75,400	Closed	-$5.28M	–	293
2024 Q1	$5.28M	Sell	75,400 -400	-0.5%	-$21.4K	0.52%	58
2023 Q4	$3.26M	Buy	+75,800	New	+$2.64M	0.36%	85

Other funds holding CAVA

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AFM

Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

XWM

Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 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. 157 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.
157 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.