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Smith, Moore & Co’s CAVA Group CAVA Stock Holding History

Smith, Moore & Co’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 		$380K Hold
4,845
– – 0.02% 409
2026
Q1 		$392K Hold
4,845
– – 0.03% 373
2025
Q4 		$284K Buy
4,845
+142
+3% +$7.92K 0.02% 424
2025
Q3 		$284K Buy
4,703
+356
+8% +$27K 0.02% 420
2025
Q2 		$366K Buy
4,347
+450
+12% +$38.4K 0.03% 353
2025
Q1 		$337K Sell
3,897
-345
-8% -$37.4K 0.03% 350
2024
Q4 		$478K Buy
4,242
+635
+18% +$84.7K 0.04% 295
2024
Q3 		$447K Buy
3,607
+600
+20% +$61K 0.04% 296
2024
Q2 		$279K Buy
+3,007
New +$232K 0.03% 364

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

Smith, Moore & Co's CAVA Position: Q2 2026 in Review

Smith, Moore & Co held its CAVA Group (CAVA) position steady in Q2 2026 at 4,845 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #409.

Smith, Moore & Co first reported a position in CAVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $478K in Q4 2024. 540 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Smith, Moore & Co held 4,845 shares of CAVA Group worth $380K as of Q2 2026.
  • Smith, Moore & Co left its CAVA Group share count unchanged in Q2 2026.
  • CAVA Group made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #409 holding.
  • Smith, Moore & Co first reported a position in CAVA Group in Q2 2024 and has held it in 9 quarters since.
  • Smith, Moore & Co's CAVA Group position peaked at $478K in Q4 2024.
  • 540 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.