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Sound Income Strategies’s CAVA Group CAVA Stock Holding History

Sound Income Strategies’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 		– Sell
-10
Closed -$801 – 772
2026
Q1 		$801 Hold
10
– – ﹤0.01% 2344
2025
Q4 		$721 Hold
10
– – ﹤0.01% 2335
2025
Q3 		$650 Hold
10
– – ﹤0.01% 1496
2025
Q2 		$842 Hold
10
– – ﹤0.01% 1398
2025
Q1 		$864 Hold
10
– – ﹤0.01% 1366
2024
Q4 		$1.13K Hold
10
– – ﹤0.01% 1267
2024
Q3 		$1.24K Buy
+10
New +$1.02K ﹤0.01% 1214

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

Sound Income Strategies's CAVA Position: Q2 2026 in Review

Sound Income Strategies sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 10 shares — an estimated $801 sold.

Sound Income Strategies first reported a position in CAVA in Q3 2024 and held it in 7 quarters. The position peaked at $1.24K in Q3 2024. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Sound Income Strategies reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 10 CAVA Group shares in Q2 2026, an estimated $801.
  • Sound Income Strategies first reported a position in CAVA Group in Q3 2024 and held it in 7 quarters.
  • Sound Income Strategies's CAVA Group position peaked at $1.24K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.