SAM
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S.A. Mason’s CAVA Group CAVA Stock Holding History

S.A. Mason’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 		$270K Sell
3,442
-100
-3% -$8.38K 0.08% 188
2026
Q1 		$287K Hold
3,542
– – 0.11% 169
2025
Q4 		$208K Sell
3,542
-2,095
-37% -$117K 0.08% 191
2025
Q3 		$341K Buy
5,637
+375
+7% +$28.4K 0.15% 140
2025
Q2 		$443K Buy
5,262
+38
+0.7% +$3.24K 0.21% 105
2025
Q1 		$451K Buy
5,224
+1,403
+37% +$152K 0.24% 100
2024
Q4 		$431K Buy
+3,821
New +$510K 0.23% 104

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

S.A. Mason's CAVA Position: Q2 2026 in Review

S.A. Mason reduced its CAVA Group (CAVA) stake by 2.8% in Q2 2026, selling an estimated $8.38K and leaving 3,442 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #188.

S.A. Mason first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $451K in Q1 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • S.A. Mason held 3,442 shares of CAVA Group worth $270K as of Q2 2026.
  • S.A. Mason sold 100 CAVA Group shares in Q2 2026, an estimated $8.38K.
  • CAVA Group made up 0.08% of S.A. Mason's portfolio in Q2 2026, its #188 holding.
  • S.A. Mason first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • S.A. Mason's CAVA Group position peaked at $451K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.