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Sowell Financial Services’s CAVA Group CAVA Stock Holding History

Sowell Financial Services’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 		$455K Sell
5,795
-214
-4% -$17.9K 0.01% 682
2026
Q1 		$486K Buy
6,009
+221
+4% +$16.1K 0.02% 642
2025
Q4 		$340K Sell
5,788
-181
-3% -$10.1K 0.01% 782
2025
Q3 		$361K Sell
5,969
-714
-11% -$54.1K 0.01% 752
2025
Q2 		$563K Sell
6,683
-1,176
-15% -$100K 0.02% 577
2025
Q1 		$679K Buy
+7,859
New +$852K 0.03% 509

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

Sowell Financial Services's CAVA Position: Q2 2026 in Review

Sowell Financial Services reduced its CAVA Group (CAVA) stake by 3.6% in Q2 2026, selling an estimated $17.9K and leaving 5,795 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #682.

Sowell Financial Services first reported a position in CAVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $679K in Q1 2025. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Sowell Financial Services held 5,795 shares of CAVA Group worth $455K as of Q2 2026.
  • Sowell Financial Services sold 214 CAVA Group shares in Q2 2026, an estimated $17.9K.
  • CAVA Group made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #682 holding.
  • Sowell Financial Services first reported a position in CAVA Group in Q1 2025 and has held it in 6 quarters since.
  • Sowell Financial Services's CAVA Group position peaked at $679K in Q1 2025.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.