Steward Partners Investment Advisory’s CAVA Group CAVA Stock Holding History

Steward Partners Investment Advisory’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	$207K	Sell	2,632 -500	-16%	-$41.9K	﹤0.01%	2208
2026 Q1	$253K	Buy	3,132 +522	+20%	+$38.1K	﹤0.01%	1901
2025 Q4	$153K	Sell	2,610 -457	-15%	-$25.5K	﹤0.01%	2069
2025 Q3	$185K	Sell	3,067 -2,108	-41%	-$160K	﹤0.01%	1906
2025 Q2	$436K	Sell	5,175 -122,198	-96%	-$10.4M	﹤0.01%	1364
2025 Q1	$11M	Buy	127,373 +125,580	+7,004%	+$13.6M	0.1%	211
2024 Q4	$202K	Buy	1,793 +1,248	+229%	+$166K	﹤0.01%	1606
2024 Q3	$67.5K	Buy	545 +160	+42%	+$16.3K	﹤0.01%	2079
2024 Q2	$35.7K	Hold	385	–	–	﹤0.01%	2266
2024 Q1	$27K	Hold	385	–	–	﹤0.01%	2388
2023 Q4	$16.5K	Hold	385	–	–	﹤0.01%	2487
2023 Q3	$11.8K	Sell	385 -1,225	-76%	-$53.5K	﹤0.01%	2527
2023 Q2	$65.9K	Buy	+1,610	New	+$66.3K	﹤0.01%	1771

Other funds holding CAVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's CAVA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its CAVA Group (CAVA) stake by 16% in Q2 2026, selling an estimated $41.9K and leaving 2,632 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Steward Partners Investment Advisory first reported a position in CAVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $11M in Q1 2025. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Steward Partners Investment Advisory held 2,632 shares of CAVA Group worth $207K as of Q2 2026.
Steward Partners Investment Advisory sold 500 CAVA Group shares in Q2 2026, an estimated $41.9K.
CAVA Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2208 holding.
Steward Partners Investment Advisory first reported a position in CAVA Group in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's CAVA Group position peaked at $11M in Q1 2025.
538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.